Wide Variety |
Sullivan Financial Partners offers a wide variety of services in a client centered approach. Each service offered is geared and customized towards individual goals, ambitions, and needs of our clients.
Sullivan Financial Partners services include:
- Comprehensive Financial Planning
- Retirement Planning
- Education Planning
- Cash Flow Planning
- Investment Analysis
- Asset Management
- Stock Option Analysis
- Lump Sum Distribution Analysis & Planning
- Risk Management & Insurance Needs Analysis
- Special Needs Planning
- Pension Plan Analysis
- Business, 401(k), 457, & other retirement plan consulting
- Financial Seminars for church, military, and civic groups
- Philanthropic & Charitable Giving Planning
- Second Opinion Analysis of current financial plans and investments
If seeking a service not listed, please ask. If Sullivan Financial Partners is unable to accommodate your request, we may be able to point you in the right direction.
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