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 Avantax Investment Services SM, Member FINRA,SIPC and Avantax Advisory Services SM.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Simple steps may help you foil hackers and protect your privacy.
Ascertaining the value of your business is important for a variety of reasons.
What does the Tax Reform and Jobs Act mean for you?
The federal government requires deceased individuals to file a final income tax return.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator demonstrates the power of compound interest.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What does your home really cost?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Around the country, attitudes about retirement are shifting.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.