40% of U.S. workers have saved
less than $25,000 for retirement.*
*2019 Retirement
Confidence Survey, EBRI
Only 42% of Americans know how
much money to save for retirement.*
*2019 Retirement Confidence Survey, EBRI
43% of retirees left
the workforce earlier
than planned.*
*2019 Retirement
Confidence Survey, EBRI
Susan Valente is our client service associate. Susan brings over 15 years of financial industry experience in compliance. While working as director of compliance training and education with the Lincoln Financial Group, she developed and implemented training on compliance, federal and state laws.