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Susan Morse

Manager Southfield, Michigan Office
Financial Consultant
Settlement Consultant

Susan Morse manages our Southfield, Michigan office, where she specializes in retirement planning and settlement financial consulting. She has spent more than 25 years studying, learning, talking, meeting, listening and constantly adapting to help her clients meet their retirement and financial needs.

Susan started in the business when she found herself divorced with two children and a masters degree in library science from Wayne State University. She needed a change, but mostly, she needed a way to support her family.

A friend suggested Susan join his agency, which provided retirement vehicles for school teachers. Since she had been a teacher herself, Susan thought she would give it a try. She found she loved the job, and decided to make it her life’s work.

Susan helps our clients create a financial plan, a personalized road map to help them solve problems and achieve long- and short-term goals. She works one-on-one with clients to understand their current financial situations and formulate their financial goals.

Susan holds FINRA Series 6, 63 and 65 securities registrations, and life, health and variable annuity insurance licenses in Florida and Michigan.

Contact Susan: smorse@lincolninvestment.com

 

 

Financial Planning

White House Financial assists clients in Ann Arbor, Chelsea, Jackson and the surrounding areas with the planning necessary to achieve their financial goals. Our highly-trained certified financial planners understand and practice the discipline necessary to counsel clients from a wide range of financial and professional circumstances. We provide advice that fits our clients’ needs and wishes, not “one size fits all” solutions, so our financial advisors are highly prized by those who secure our services. Many clients regard us as more than planners and come to see us as their complete financial consultants – trusted advisors who assist with existing challenges as well as planning for the future. Whether you’re in need of financial planning, retirement planning, asset management, settlement consulting, investment consulting or wealth management, Whitehouse Financial can provide the appropriate advice.

Financial Management

White House Financial assists clients with the implementation of their financial plans as well as the achievement of their financial goals. We take into account the entire financial circumstances of our clients, including budgeting, debt reduction, cash flow management and investment management. Investment management, an important component of financial management, is a specialty that requires particular knowledge. Make sure that your most trusted financial advisors are capable investment consultants or that they have access to respected partners in the investment community in Southeast Michigan and Ohio.

Wealth Management

For “high net worth” individuals in Ann Arbor, Chelsea, Jackson and the surrounding areas, White House Financial applies its expertise in a manner designed to best suit the portfolio of each client. We carefully consider the history of our clients’ businesses and investments, their present needs and circumstances, and their financial and legacy goals, to manage their investments in a manner that accords with their wishes. At the same time, we are fully confident in the training and expertise of our staff of certified financial planners, consultants, securities traders, and advisors, and we don’t hesitate to present critical information and analysis to our wealthy clients.

Settlement Consulting

Deciding how to approach a structured settlement can be one of the most important financial decisions you’ll ever make. The settlement of a legal dispute uses special financial vehicles specifically designed for each case. Our settlement consultants can advise the parties to a legal dispute regarding these vehicles and provide expertise as to the best strategies to use to settle the dispute and achieve the financial goals of the litigants. Don’t enter into a structured settlement without getting fully informed as to the financial consequences of the settlement. Let our highly-trained settlement consultants analyze the financial pros and cons of the offers on the table, and, together with your attorney, inform you of the best approach to maximize your financial outcome. If you’re considering a structured settlement in the Ann Arbor, Chelsea or Jackson area, contact us for expert advice!