What we do

The Sullivan Group™ provides wealth protection strategies and investment and retirement planning services to individuals, families and corporations.  With more than 25 years collective experience, our clients turn to us for objective, strategically guided financial advice and asset management services.

Offices in Roseville, CA

We operate in the greater Sacramento area, but we have clients in many other states as well. The Sullivan Group is an independent firm, which makes us especially objective and trustworthy in our aim to better serve our clients, especially during these challenging economic times.

We listen to you.

We conduct a personal interview with you to obtain the background information needed to develop your custom investment plan, taking into account your thoughts, attitudes, and values. We emphasize the fact that there is no one size fits all investment strategy. This enables us to help you prioritize your goals specifically.

We review everything with you.

We make an appointment to review the details of your customized plan. You raise questions and, together, we confirm our interpretation of your life goals. With your approval, we begin implementing your plan.

We prepare a comprehensive plan.

Your information is thoroughly analyzed. We then prepare a plan that includes strategies for tax-intelligent investing, retirement and estate planning, insurance needs, liability management and asset allocation. We match your current risk levels with your anticipated life events.

We monitor performance and keep you informed.

Once your plan is in place, you receive monthly statements and quarterly valuations of your portfolio. We evaluate performance and work with you to suggest appropriate adjustments as needed.