How does the advisor help clients – Key Takeaways:
Facts and Insights
SULLIVAN FINANCIAL PLANNING, LLC is a renowned financial advisory firm that provides expert financial guidance to individuals and businesses alike. With years of experience and a team of highly qualified advisors, they assist clients in creating personalized financial plans and achieving their financial goals.
- Assets Under Management: $500 million
- Number of Advisors: 10
- Time in Business: 15 years
Financial Services Offered
SULLIVAN FINANCIAL PLANNING, LLC offers a wide range of financial services to cater to various client needs. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
The firm serves a diverse client base, including:
- High net worth individuals
- Families
- Small business owners
- Professionals
- Retirees
- Non-profit organizations
Fees & Compensation
SULLIVAN FINANCIAL PLANNING, LLC believes in full transparency when it comes to fees and compensation. They offer fee-only financial planning services, which means their fees are solely based on the advice they provide and do not include commissions or product sales. This ensures no conflict of interest and allows the firm to work in the best interest of their clients.
Background
The founder and principal of SULLIVAN FINANCIAL PLANNING, LLC, John Sullivan, has over 20 years of experience in the financial industry and holds a Certified Financial Planner (CFP) designation. He is committed to providing unbiased and personalized financial advice to his clients.
Financial Advisor Disclosures to Know
It is essential for clients to be aware of any potential conflicts of interest when working with a financial advisor. SULLIVAN FINANCIAL PLANNING, LLC has no legal or disciplinary actions against them, ensuring their clients’ peace of mind.