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Financial Services

Through a systematic approach, where the client always maintain control, we address the 8 Wealth Management Issues®, and tax planning, central to comprehensive planning. These issues are interrelated, making it critical that you have one Financial Advisor, who is knowledgeable about your complete financial picture.

At Sullivan Financial Services, we work with you to build your financial plan to include the 8 Wealth Management Issues®:

  • Investment Management*
  • Cash Flow Management 
  • Family Risk Management
  • Retirement Planning
  • Education Planning 
  • Legacy Planning 
  • Business Planning
  • Special Situation Planning

Through our affiliation with Avantax Investment ServicesSM, we have a myriad of products and services which can be made available to you.


  • Stocks and Bonds
  • Mutual Funds
  • Brokerage and Advisory Accounts
  • Traditional, ROTH and Educational IRA
  • 401(k) and Simple Plans
  • Government Securities
  • Annuities


  • Life Insurance
  • Long Term Care Insurance

Financial Planning*

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans

* These services are offered by Joseph M. Sullivan through his affiliation with Avantax Investment Services SM and Avantax Advisory ServicesSM .