Welcome to Sullivan Financial Services
"With you today for your tomorrows"
At Sullivan Financial Services, our mission is to help our clients understand and take advantage of the opportunities presented by today’s investment* climate. We strive to understand your personal goals, and work with you to define a strategy for reaching those goals. We meet regularly to review and, as necessary, adjust those goals.
We work with our clients to develop financial wellness, including investing*, retirement and estate planning, insurance, and tax planning for individuals and businesses implementing the 8 Wealth Management Issues. ® Offering a holistic approach to your financial needs, we are able to provide leading edge products and personalized service. We pride ourselves in exceptional support to assist our clients. Long term relationships, often with multiple generations, result from your trust and our commitment. Located in the heart of Bucks County, Pennsylvania, we service clients from Pennsylvania, nearby New Jersey and beyond.
When you are ready to enhance your financial planning* and to schedule a meeting, please contact us either with a phone call to the office, an email or by completing the contact information on the Contact Tab.
*These services are offered by Joseph M. Sullivan through his affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
A four-step framework for building a personal legacy.
Here are five facts about Social Security that are important to keep in mind.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Term insurance is the simplest form of life insurance. Here's how it works.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you may need to save for retirement.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are hundreds of ETFs available. Should you invest in them?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
When do you need a will? The answer is easy: Right Now.
Here are five facts about Social Security that might surprise you.
Here’s a quick guide to checking to see if you have unclaimed money.
The average retirement lasts for 18 years. Are you prepared to fill that many days?