Our Process

The Sullivan Financial Group process begins with a thorough assessment of our client's current financial situation.  By identifying future goals, we can establish the financial need necessary to reach your desired outcome. Additionally, we analyze your current investment portfolio, detailing the efficiency of your current asset allocation.

After we have assessed your needs and goals, we will suggest a mix of investment solutions that best serve you. Because we are an independent financial company, we have the advantage of offering you access to a wider variety of products than many bigger Wall Street firms.

Once we complete the initial process of setting up your investments, it doesn’t end there. After we implement your investment program, Sullivan Financial Group will continue to monitor the performance of your investments and consult with you regularly to ensure the program continues to reflect your circumstances and aims.