Explore Your Financial Toolbox

Are you using the right tools and strategies to get you from here to your financial goals? We’ll help you navigate the options.

Independent, Diversified, Knowledgeable

Every day, we guide clients just like you to their financial goals. We know what tools fit the varied needs and desires of those planning for retirement. We also know the tools and strategies that get you to retirement aren’t always the same as those that will take you through retirement. Our Financial Trailmap seeks to align your goals and dreams with the right actions steps.

Financial Trailmap

With our Financial Trailmap, we want you to feel confident you’re making the right decisions that align with your goals and desires.

How We Help
retirement-income-strategies
Grow Your Income

Retirement Income Strategies

Unlike the working years, where you’ve likely drawn a regular paycheck, at retirement, it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.

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wealth-management
Grow Your Income

Wealth Management

We offer a suite of services to affluent clients who are looking for a holistic approach to their financial future, all in one place. We’ll help you with comprehensive guidance to help reach the goals and dreams you’ve been envisioning.

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annuities
Grow Your Income

Annuities
 

Annuities are financial tools that can help you create a stream of income that you can’t outlive. But today’s annuities aren’t like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.

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investments
Grow Your Income

Investments
 

Whether you prefer to “set it and forget it,” or you want to participate in your investments more actively, we can help you design an investment strategy that matches your risk tolerance and goals. And we know that risk tolerance changes as life happens — so we plan for that, too.

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ira-legacy
Preserve Your Assets

Medicare Planning

When it comes to health care costs in retirement, being prepared is key. We can help you navigate your Medicare Supplement and prescription drug plan options — and stay up to date with any annual changes — to make the choices that fit your life.

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asset-protection
Preserve Your Assets

Asset Protection Strategies

We keep our eyes on the horizon, so you can enjoy your retirement. We’ll design a strategy to help you minimize risk, including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).

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life-insurance
Preserve Your Assets

Life Insurance
 

Life insurance can play an important role in an overall financial strategy — both to protect yourself and your loved ones should the unthinkable happen. In some cases, it can help preserve your assets for future generations.

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tax-efficient
Preserve Your Assets

Tax-Efficient
Strategies

Taxes can take a bigger bite out of your retirement income — or your legacy — than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

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ira-rollovers
Grow Your Income

IRA/401(k) Rollovers

We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation. Whether you’re looking to access the tax-advantaged options a Roth IRA provides, consolidate accounts or explore other savings avenues, we can help.

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Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences, including (but not limited to) a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, higher taxes on Social Security benefits, and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.

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. 

We can also refer you to professionals who provide the following services:

Trusts       Probate       Charitable Giving       Estate Planning       Tax Planning

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