Sullivan Financial Advisors

Pretty Simple.

We are Fee Only financial advisory firm.

What We Offer…         

 A Cup of Coffee and a Second Opinion

When markets turn as volatile and confusing as they have over the past year, even the most patient investors may come to question the wisdom of the investment plan that they have been following.

At Sullivan Financial Advisors, we’ve seen a lot of difficult markets come and go. And we certainly empathize with folks who find the current environment troublesome and disturbing. We’d like to help, if we can, and to that end, here’s what we offer.

A “cup of coffee”, and a second opinion.

By appointment, you’re  welcome to come in and sit with us for a while. We’ll ask you to outline your financial goals—what your investment portfolio is  intended to do for you. Then we’ll review the portfolio for and with you.

If we think your investments continue to be well suited for your long-term goals—in spite of the current market turmoil—we’ll gladly tell you so, and send you on your way. If, on the other hand, we think some of your investments no longer fit your goals, we will explain why in plain English. And, if you like, we’ll recommend some alternatives.

                                                              Either way, the “coffee” is on us.

Thomas L. Sullivan RIA

Kelly J. Sullivan, CFP®