Home | Sullivan Financial Services, Inc.

WELCOME TO SULLIVAN FINANCIAL SERVICES
Serving All Your Financial Needs

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.

Learn more

Our Process

Our Process

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

Learn more

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.

Learn more

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.

WEALTHVISION

Helpful Content

Silver Sneakers 101

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

5 Smart Investing Principles

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

View all articles

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

View all calculators

Protecting Those Who Matter Most

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

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.

5 Smart Investing Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

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

View all presentations

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

View all videos

Articles

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

View all articles

Calculators

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

View all calculators

Presentations

Protecting Those Who Matter Most

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

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.

5 Smart Investing Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

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

View all presentations

Videos

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

View all videos