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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
A Reminder of Why It's Important to Take a Long-Term View
The recent market drop is an important reminder of why it's important to take a long-term view.
Being healthy not only makes you feel good, it may also help you financially.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Purchasing homeowners insurance is critical for protecting your home.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Learn how to harness the power of compound interest for your investments.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.