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

  • Bachelor’s degree from Purdue University

  • Summa Cum Laude from Indiana University School of Law

  • Certified Financial Planner (CFP®)

  • Accredited Portfolio Management Advisor® Certification

  • Insurance license

  • Series 66 securities license

Meet Susan M. Morrison

Susan has extensive training and knowledge in retirement planning, Social Security and Medicare, long-term care needs and solutions, ethics and suitability training, and senior market planning.

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ABC Financial's Affiliation with Affinity Advisory Network

ABC Financial has partnered with Affinity Advisory Network, giving you access to a wide range of highly skilled professionals.

This network includes:

  • Estate planning attorneys

  • Financial advisors

  • Insurance professionals

  • VA-accredited claims agents

  • Financial product specialists

  • Tax strategists

  • CPAs

  • Elder law professionals

 

Seamless Coordination

ABC Financial acts as your main point of contact when working with Affinity Advisory Network. We ensure all aspects of your retirement plan are integrated and aligned with your goals.

Our role includes:

  • Facilitating communication between professionals

  • Ensuring everyone is working towards the same objectives

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Efficient Communication

Our collaborative approach means professionals share information and insights, leading to a comprehensive and cohesive planning process. This helps ensure potential issues are addressed promptly.

This ensures:

  • Efficient Communication

  • Potential issues are addressed promptly

 

Active Participation

Our clients are active participants in their financial future. This involvement empowers you to make informed decisions about retirement and estate protection.

 

Cost Savings

By working together, our network can identify cost-saving opportunities. For example:

  • Tax strategists develop tax-efficient investment strategies with financial advisors

  • Estate planning attorneys structure assets to minimize estate taxes

 

Time Savings

Our network streamlines the planning process, saving you valuable time. Susan Morrison, your point person at AAN handles all logistics, allowing you to focus on enjoying your retirement.

 

Achieving Goals Quickly

Professionals from different disciplines work together to achieve goals efficiently. Our collaborative approach addresses all aspects of your retirement plan, including:

  • Asset protection

  • Income generation

  • Legacy planning

  • Long-term care

 

The AAN Difference

Many firms offer retirement planning, but AAN's level of integration and collaboration sets us apart. Our cohesive team works together to build a complete retirement and estate plan, delivering exceptional results.

 

The ABC Financial Commitment

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

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