Frequently Asked Questions

Eric Wolfe, founder and managing principal of Succession Financial, is a Certified Financial Planner® practitioner. He is also a Chartered Financial Consultant (ChFC®) and a Chartered Life Underwriter (CLU®). Cassidy Susi, associate financial advisor at Succession Financial, is a Certified Retirement Planning Counselor (CRPC ®). Both are licensed by the U.S. Securities and Exchange Commission (SEC).

For financial advice, reach out to Eric or Cassidy Susi. You can contact Eric via email at ewolfe@succession-financial.com or by telephone at 214-334-6261. Cassidy may be reached by email at csusi@succession-financial.com or by telephone at 469-200-3593.

At Succession Financial, we offer comprehensive financial planning tailored to your unique needs. Our services include:

• Retirement Planning
• Investment Management
• Tax Planning
• College & Career Planning
• Multi-Generational Planning
• Estate Planning
• Planned Giving
• Social Security Optimization
• Medicare & Health Insurance
• Protection Planning

*Tax preparation & filing, trust administration, and estate planning document creation are done through our various alliances with legal, accounting, and estate planning firms.

Please note that while we offer insurance consulting, we do not sell insurance or receive compensation for coordinating with external insurance agencies.

Succession Financial primarily serves individuals who value simplicity and coordination in their financial lives. Our clients come from diverse backgrounds, including successful professionals and widowed individuals. Regardless of their backgrounds, they share a common goal: simplifying their financial journey to focus on what matters most—enjoying life with loved ones. We pride ourselves on fostering positive, collaborative relationships.

We uphold a fiduciary standard as an independent Registered Investment Advisory firm (RIA). This means we’re legally obligated to act in your best interests and disclose any conflicts of interest.

We’re committed to providing unbiased advice that aligns with your best interests. In instances where we engage external tax, insurance, or legal consultants, those professionals will have their own fees. In some instances, Successional Financial may cover all or a portion of their fees.

At Succession Financial, we believe in keeping investment strategies simple and costs low. Our philosophy revolves around minimizing errors and maintaining consistency over time. We recognize the limitations of predicting market movements and focus on factors within our control, such as asset allocation and tax efficiency. As Leonardo Da Vinci once said, “Simplicity is the ultimate sophistication.”

We operate as a team at Succession Financial. Eric Wolfe, our founder and managing principal, takes the lead in most client meetings. For financial advice, you can contact Eric or Cassidy. Feel free to contact Eric via email at ewolfe@succession-financial.com or by phone at 214-334-6261 or Cassidy via email at csusi@succession-financial.com or by telephone at 469-200-3593.

Additionally, Eunice Higgins serves as our Client Services Director. She’s instrumental in coordinating with clients, advisors, and financial institutions to ensure the smooth implementation of solutions.

Rest assured, we’re subject to oversight by regulatory authorities such as the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). For transparency, you can visit FINRA’s BrokerCheck website or the SEC’s Investment Adviser Public Disclosure website to learn more about our regulatory history