A simple way to manage your money clearly.

Identify Your Goals. Create Your Plan. Track Your Progress.

 

Identify Your Goals.

Together we will identify your values and needs, and build your goals and opportunities for the future

Create Your Plan.

We will partner together with you, and build a customized an easy-to-understand plan that will provide you with the necessary tools to succeed.
 

Track Your Progress.

The most crucial step is to implement your plan and checkpoints and triggers to ensure your plan continues to support your goals. We believe in long-term relationships and will work to earn your continued trust.

Our Services

 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
 

Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter.

Meet Your Advisor

Joe Sullivan

I started Sullivan Financial with the basic idea to create a company that is guided by trust, integrity, and attentive service. I believe firmly in the Mom and Dad Rule, which is to treat each client in a manner that I would want my parents treated in the same situation.

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We manage assets for individuals and families, providing investment management, and financial planning services.

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