Suerth Financial

Joseph D Suerth, CLU, ChFC, CASL Buiding for tomorrow's future, TODAY!

THIS IS OUR 32ND YEAR IN THE FINANCIAL SERVICES FIELD!!

 WELCOME TO MY WEBSITE!  

I'm Joe Suerth and as a financial professional and active member of my community, I am dedicated to helping individuals and businesses build their financial futures.

To stay on top of my field and develop my professional skills, I’ve regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the:

Chartered Life Underwriter (CLU)  
Chartered Financial Consultant (ChFC)                  
Chartered Advisor for Senior Living (CASL)


Some of the other achievements I have attained:

Past President of NALU/NAIFA

Vincent Bowhers Award for Customer Service

American Funds - All American Team Member

Pinnacle Club for Mutual Funds

Master Summit for Mutual Funds

Life Member of John Hancock's Presidents Conference

Life Member of Million Dollar Round Table

Inducted into John Hancock's Hall of Fame 2005

John Hancock Presidents Cabinet Qualifier  

Jackson National "STAR" Program 2009 

John Hancock ACE Qualifier '08 & '09                         

 My education, experience and professional affiliations have fostered my practical approach to offering financial services and advice to my clients. Rather than just recommending a hodgepodge of unrelated products, first I’ll consider your specific financial goals and investment objectives. Working together, we’ll formulate a strategy to help you achieve your goals. Then I’ll recommend the appropriate products and services to help you execute your strategy.

One of the most important aspects of my job is making sure your needs and goals are met.  I've done this for my clients for the past 32 years.  I sincerely appreciate you taking the time to review my website and look forward to hearing from you.   


Thank you for visiting my website!


 
Market Watch

May 26, 2012 @ 10:30 PM

Nasdaq Composite 2,837.53- 1.85
Nasdaq 100 2,527.05- 4.30
S&P 500 1,317.82- 2.86
S&P 100 599.18- 2.22
S&P Mid-Cap 400 934.56- 1.52
NYSE Composite 7,534.33- 18.03
AMEX Composite 2,227.38+ 1.45
10 Year Treasury Note 1.75- 0.01
PHLX Semiconductor Index 372.11+ 5.04
OSX Oil Service Sector Index 208.23+ 0.40

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Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

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When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

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