We were originally known as The Sullivan Group, a financial planning and investment advisory firm of which Tom Sullivan started in 1980 in Sacramento, California and sold to Prudential Securities in 1986. Nationally, Tom Sullivan is well-known for his business, current events, and political talk show as well as an occasional stand-in host for other national news broadcasters.
His experience and conservative stance with the ability to include viewpoints from listeners with different opinions helped make his show nationally successful amongst a wide audience. The Sullivan Group was re-established in 1994 as Tom Sullivan grew the firm with a group financial advisors at a large banking institution.
His experience and conservative stance with the ability to include viewpoints from listeners with different opinions helped make his show nationally successful amongst a wide audience. The Sullivan Group was re-established in 1994 as Tom Sullivan grew the firm with a group financial advisors at a large banking institution.
Services
There are many financial products in the market, and so choosing the ones that best meet an individual client's needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
At the Sullivan Wealth Management Group we are able to choose amongst a universe of investments to provide solutions for each individual client. Whether you are conservative, moderate, or aggressive with your investment goals, we are able to advise you and actively manage portfolios that may best suit your needs.
Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve goals like buying a house or retiring comfortably.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an additional 15 years.
Managing your finances is an important component to any financial security plan. Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis. From mortgage payments to tax savings, we can help you manage your money as effectively as possible, given your personal situation.
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