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.
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Probate can be a completely public process, or it can be managed to include as little information as possible.
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How Stocks Work
Understanding how a stock works is key to understanding your investments.
It's important to understand the pros and cons when considering a prepaid debit card.
Simple steps may help you foil hackers and protect your privacy.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Knowing how insurance deductibles work can help you save money and give you peace of mind.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
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If you died, what would happen to your email archives, social profiles and online accounts?
Even low inflation rates can pose a threat to investment returns.
Do you know how to set up your financial goals for success? This knight does.
A bucket plan can help you be better prepared for a comfortable retirement.
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