Unbiased Advice. Comprehensive Management.

The Sullivan Group™ provides wealth protection strategies and investment and retirement planning services to individuals, families and corporations.  With more than 30 years collective experience, our clients turn to us for objective, strategically guided financial advice and asset management services. We aid our clients by providing investment advice, managing their investment portfolios, planning for retirement, and protecting their assets for the long-term. This includes a number of different services including 401(k) and 457 rollovers, tax efficiency strategies for those in high tax brackets, and various insurance strategies.

We understand that managing your finances takes time, careful thought and planning. As your advisor, we collaborate with you to create a customized plan based on your situation, goals and expectations. We implement and manage your plan while keeping you informed at all times.

Our top priority is to provide independent, unbiased advice you can trust. That’s our commitment to you.

The Sullivan Group™ Investment and Retirement Planning Services include:

  • Retirement planning
  • Portfolio management
  • 401(k), 457, and various other rollovers
  • Comprehensive investment planning
  • Corporate and small business retirement plans
  • Wealth replacement and preservation strategies
  • Estate planning
  • Trust management

Please click here for more information on working with us and becoming one of our many clients.