At Sullivan Financial Planning, LLC our goal is to help you realize your life’s goals. Usually, that means balancing paying for the needs of today with saving for the dreams of tomorrow.
Many of you are coping with many financial responsibilities: retirement savings, college planning, supporting an elderly parent, wealth protection, or changing careers. All this is in addition to your own job, raising your children, community involvement, and trying to see a friend once in a while.
Who is helping you juggle all of these demands? Is that person looking at your entire financial picture with your best interest in mind? Take the time for yourself to get personal advice that will move you closer to the ideal vision you have of your life.
The information on this website is for general informational purposes only and is subject to change. Our website does not represent a solicitation or offer to buy or sell securities. Further, it does not represent an offer to provide investment advisory services in states where we have not filed notice or where we do not have an exemption or exclusion from filing notice. Although the information on this site is gathered from sources assumed to be reliable, Sullivan Financial Planning, LLC, is not responsible for the accuracy of content on linked websites or in articles provided. Past performance of investments is not a guarantee of future results.
PHILOSOPHY
Financial planning can be like going to the dentist. You hate to pay good money to someone so you can sit in a chair feel discomfort or pain. You’d rather brush and floss regularly in hopes that your teeth and gums will stay healthy with those efforts. But, when that little, undetected hole in your tooth turns in to the need for a full root canal, you wish you’d handled the problem when it was small.
Much the same can be said for working with a financial planner. You are going to pay money (there is no such thing as free financial planning – see the Fees section of the website). In talking about your actions, or inactions, with a planner, you may feel uncomfortable. That planner may suggest changes in your spending habits that seem painful to you. But in the end, you will have tackled a problem when it is small and minor changes can get you on the path to financial security. Won’t that feel better than a root canal?
At Sullivan Financial Planning, we are guided by the following principles:
- Financial success can be achieved by using disciplined savings techniques and traditional, low-cost investment products.
- The protection of your assets through proper insurance and estate planning are critical.
- We are not a firm that promotes day trading, market timing, or untested investment products.
- We do not accept commissions to sell any type of investment or insurance product.
- Our advice is meant to benefit the client, not the advisor.
We also believe that financial planning should not be undertaken alone or in a vacuum. Think about all the things that you pay someone to do because you don’t have the expertise or time to do them well yourself: Haircuts and color, landscaping, house painting, dry cleaning, exercise with a personal trainer, house cleaning, children’s tutoring. Surely, your financial health is just as important as these things!