Sullivan Financial Strategies Information

Sullivan Financial Strategies is a fee-only personal financial planning firm that specializes in providing comprehensive financial planning for individuals, young professionals and families. Our approach is unknown to most because we focus on our client’s entire financial life rather than just concentrating on investments. Because we offer fee-only services, we do not sell any products nor do we receive any commissions. It is our goal to assist clients that are in any stage of their financial life cycle therefore, we do not require a minimum net worth or asset base. Sullivan Financial Strategies operates in a fiduciary manner so our client’s best interests always come first. We offer comprehensive financial planning that covers a wide variety of topics including but not limited to: -Net worth calculation -Tax planning & tax preparation -Budgeting and cash flow management -Record-keeping solutions -Asset and liabilities inventory -Goal setting and prioritization -Insurance review -Retirement planning -Analysis of employee benefits -Estate planning review -Investment management -Proper titling of assets -Asset allocation & diversification -Education planning Specialties Cash Flow / Budgeting, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Ongoing Investment Management