Q Financial Planning

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Susan Morrison

Susan Morrison

JD, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Susan Morrison's website

Team

Tresan Stevens-Bollen

Tresan Stevens-Bollen

Executive Assistant,

Client Service Coordinator