Aligned Strategies for Real-Life Goals

Our Financial Services

At The Sullivan Group, we deliver fiduciary-first planning that adapts to you. Whether you’re preparing for retirement, managing an estate, or evaluating structured settlement options, our services are designed to help you make sound decisions with clarity and confidence.

Investment Management

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Grow your wealth through strategic, long-term investment planning tailored to your goals and risk comfort.

Retirement Planning

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Build income you can count on for every stage of retirement. We help you transition from saving to living securely.

Estate Planning

Plan your legacy with care. We guide you through the legal and financial considerations to help protect and transfer wealth.

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Structured Settlements

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Create stable, tax-efficient income solutions for life’s unexpected events. We help ensure these payouts align with your needs.

Why Clients Choose The Sullivan Group

We offer more than just services—we provide continuity, integrity, and clarity throughout every stage of your financial life.

Get In Touch with Our Team
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Fully fiduciary: we put your interests first, always

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Independent guidance—no product pressure

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Personalized strategies for individuals, families, and businesses

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Deep knowledge of tax, estate, and retirement rules

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Seamless coordination with your attorneys and CPAs

Built on Experience. Driven by Relationships.

We’ve been helping clients navigate the financial landscape for decades. Our firm is structured to be nimble, attentive, and always aligned with your best outcomes. That means regular check-ins, plan adjustments as needed, and a trusted voice when life changes.

Let’s Build Your Plan Together

Start with a Conversation, Not a Sales Pitch

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