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.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Lifestyle considerations in creating your retirement portfolio.
A look inside the U.S. government's statistics on household net worth.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Smart investors take the time to separate emotion from fact.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There’s an alarming difference between perception and reality for current and future retirees.
Understanding the cycle of investing may help you avoid easy pitfalls.
The decision whether to buy or rent a home may have long-term implications.