Sullivan & Associates
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Choose the support that feels right for you.
Shared coverage and specialist depth
For clients who benefit from a broader bench across retirement planning, business ownership, and estate coordination.
High-touch planning partnership
For households seeking integrated wealth planning, recurring meetings, and direct advisor access.
Single-priority strategic planning
For families addressing a specific decision window such as retirement timing, liquidity planning, or succession.
Planning and investment services built around your goals.
Integrated guidance for owners balancing company growth and personal wealth goals.
Planning that helps preserve family values while preparing future generations.
Portfolio construction and oversight tailored to long-term goals and risk tolerance.
A practical roadmap from accumulation through retirement income decisions.
Protecting household and business plans from avoidable setbacks.
Thoughtful planning to transfer assets with clarity, efficiency, and family alignment.
Meet the advisors and specialists supporting your plan.
Guidance for the moments that matter most.
Life Event Guide
Owner timeline moves from growth to liquidity planning.
Life Event Guide
Equity, deferred comp, or bonus structure evolves.
Life Event Guide
Family complexity grows across generations.
Life Event Guide
A significant transfer creates new planning choices.
Life Event Guide
Financial responsibilities and account ownership change quickly.
Life Event Guide
Work income shifts to portfolio and benefit income.
Local offices with connected planning support.
All office locations
Timely perspectives in clear, client-friendly language.
Planning Guide
A straightforward guide to emergency reserves, cash organization, and short-term flexibility.
Best for: Families building or rebuilding cash reserves
What you can do now: Set a target reserve range and separate it from long-term investments.
October 2, 2025 • 5 min read
Read insightQuick Market Context
A quick way to spot whether too much of your financial life depends on a single asset or company.
Best for: Investors with concentrated stock, business ownership, or real estate exposure
What you can do now: Identify your largest single exposure and review a diversification timeline.
March 6, 2026 • 3 min read
Read insightPlanning Guide
A softer approach to involving children and heirs in meaningful financial conversations without overwhelm.
Best for: Families preparing children or heirs for future responsibility
What you can do now: Schedule one family conversation focused on values before discussing numbers.
December 18, 2025 • 6 min read
Read insightShare where you are today, and we will help map next steps.