Susan M. Morrison, founder and owner of ABC Financial LLC, is a seasoned financial professional with over 22 years of leadership in the legal and financial services industry. She helps clients develop strategic plans for their futures.

Susan and her team curate investment portfolios that align with clients’ goals while managing risk. They design personalized asset protection strategies to help preserve and grow wealth and reduce exposure to market downturns. Through financial planning, they work to understand each client’s goals and develop strategies to help achieve them. Susan also helps clients explore ways to turn assets into guaranteed income streams and assists with wills, trusts, and related estate documents to support a smooth transition of assets.

Susan earned a bachelor’s degree from Purdue University and graduated summa cum laude from Indiana University School of Law. She is a Certified Financial Planner (CFP) and holds an Accredited Portfolio Manager certification (APMA), a Life and Health Insurance License, and a Series 66 securities license. Her extensive training covers retirement planning, Social Security, Medicare, long-term care needs and solutions, ethics, suitability, and senior market planning.