Protection, Savings & Growth
At Sullivan Financial, LLC, we offer a unique approach to financial planning and asset management. By taking a big picture, macroeconomic view of our clients’ needs and their portfolios, we are able to manage their finances so that each of the individual pieces work together enabling our clients to achieve their goals. This unique process has been used by the firm’s principals for over 25 years of their 30 plus years of experience. It is relevant for all three of the firm’s main client sectors: individuals and families, business owners, and non-profit organizations. The Financial Engineering Process is values-based and outcome based, rather than product-based. Its central focus is on three main financial components of Protection, Savings, and Growth. This single process can be utilized to provide value, clarity, and transparency.