Plan for More Than a Retirement—Plan for a Life Well Lived

Retirement Planning Services

Retirement isn’t a finish line—it’s a new chapter. Whether it’s five years away or already underway, we help you create a retirement income strategy that supports the lifestyle you envision. At The Sullivan Group, we bring clarity, structure, and long-term focus to retirement planning for individuals, families, and business owners.

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Lifetime Income Strategies

We help convert your savings into a sustainable stream of income—so you can live with confidence throughout every stage of retirement.

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Tax-Aware Planning

From Social Security timing to required minimum distributions, we guide you through every detail to minimize tax impact and optimize income.

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Ongoing Adjustments

Retirement needs evolve. We meet regularly to ensure your plan stays aligned with changes in the market, policy, or personal circumstances.

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It’s Never Too Early—Or Too Late—to Plan