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Dream It

Schedule a meeting where you’ll share your goals and dreams so we fully understand your vision for retirement.

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Plan It

With your goals in mind, our Financial Trailmap will help translate your retirement dreams into clear action steps.

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Live It

While you enjoy retirement, we'll monitor your plan regularly to help ensure it stays on track for as long as you live.

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Meet Your Guide

Dan Sullivan, CFP®️

Founder & Owner | Financial Advisor

At Sullivan Financial Solutions, your financial health and confidence is our goal. We believe in experience, attention to detail and maintaining long-term relationships built on trust and dependability. Let’s get it right.

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Wondering How to Create Income in Retirement?

Do you believe these five annuity myths?
In this guide, we address common misconceptions about annuities to help you decide if an annuity might be right for you, including:

  • Annuities make accessing money impossible.
  • Annuities are too complicated to understand.
  • Savings are enough — why an annuity?

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By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

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Full Suite of Services

We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.

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Retirement Income Strategies

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Wealth Management

annuities

Annuities

investments

Investments

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Medicare Planning

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Asset Protection Strategies

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Life Insurance

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Tax-Efficient Strategies

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IRA/401(k) Rollovers

Insurance products are offered through the insurance business Sullivan Financial Solutions. Sullivan Financial Solutions is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Sullivan Financial Solutions are not subject to investment Advisor requirements.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Sullivan Financial Solutions is not affiliated with or endorsed by the U.S. Government or any governmental agency.

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