The Team

Q Financial Planning
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Susan Morrison

Susan Morrison

Financial Advisor

More about me...



Top Areas of Focus

  • Investment Management
  • Social Security Retirement Benefits
  • Saving for Education


• J.D., Summa Cum Laude, Indiana University School of Law 1992, • B.A., Purdue University 1986
CA Insurance #0G93713


Our Staff

Tresan Stevens-Bollen

Tresan Stevens-Bollen

Executive Assistant

Client Service Coordinator