At ABC Financial LLC, we are dedicated to empowering our clients to better understand their financial picture and to create tailored strategies to assist our clients achieve their financial goals. Our mission revolves around four core pillars:

Asset Protection: We diligently safeguard and optimize your assets. Our team custom designs strategies to preserve and grow your wealth, ensuring long-term financial security.

Guaranteed Income: Retirees face the fear of outliving their savings, especially as human longevity increases. Having a robust guaranteed income stream ensures peace of mind and financial stability throughout retirement. Funding this income becomes more challenging the longer you wait, so it’s essential to plan ahead.

Investment Management: With a deep understanding of market dynamics, we curate investment portfolios that align with your goals. Our commitment is to deliver consistent returns while managing risk effectively.

Tax planning: We recognize the significance of tax efficiency. Our goal is to minimize your tax burden legally and strategically. We provide personalized tax planning solutions to maximize your financial benefits.

Susan M. Morrison is a seasoned financial professional with over 20 years of leadership in the financial services industry. As the founder of a number of legal and financial companies, ABC Financial LLC being the most recent, she plays a pivotal role in shaping the company’s success.

Education: Susan earned a bachelor’s degree from Purdue University and graduated Summa Cum Laude from Indiana University School of Law. Susan is also a Certified Financial Planner (CFP ®) and earned her Accredited Portfolio Management Advisor Certification. She also holds an insurance license, and a Series 66 securities license. Susan has extensive training and knowledge with respect to Retirement Planning, Social Security and Medicare, Long Term Care Needs and Solutions, Ethics and Suitability Training and Senior Market Planning.

Here at ABC Financial LLC, we operate with integrity, transparency, and a client-centric approach. Let us be your trusted partner on your financial journey. To schedule a time to discuss your financial future contact our office at 505-433-2255 today!