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Our Mission

Our Mission

Our mission is to provide objective investment advice and superior personal service to help ensure that your vision for the future remains in focus.

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Our Process

Our Process

We have developed a five-step planning process focused on helping you meet specific milestones throughout your financial life.

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About LPL Financial

About LPL Financial

Partnering with LPL Financial, we have the freedom to offer objective financial and investment guidance, and place your best interests first.

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Commitment

Sullivan Financial Services is committed to building a long-term relationship with you and your loved ones. Our team, along with our professional network of experienced CPAs and attorneys, strives to help you build a framework for success that includes the objective guidance, responsive service and strategic investment opportunities you need to make confident decisions regarding your financial future.

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Helpful Content

Understanding Homeowner’s Insurance

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

View all calculators

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

When Markets React

When markets shift, experienced investors stick to their strategy.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

View all videos

Articles

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

View all articles

Calculators

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

View all calculators

Presentations

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations

Videos

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

When Markets React

When markets shift, experienced investors stick to their strategy.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

View all videos