About Sullivan Retirement Resources

 A Personal Message From Dan Sullivan

 

"Since 1984 I have been helping individuals and families achieve their retirement goals.  My underlying philosophy when it comes to retirement planning is to preserve your principal and ensure that you do not outlive your income.  It is not enough to simply leave your money in the stock market and hope that the next 50% correction doesn't hit you when you are planning to retire.  I bring over 30 years experience and to help you plan for your retirement, arrange for your your long term care needs and leave a legacy behind for your heirs."  - Dan Sullivan

 

01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

How Sullivan Retirement Resources can help you.

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Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an additional 15 years. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement.

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