What To Expect And FAQs

What Does Becoming A New Client Look Like?

Partnering with the Sullivan Savage Group begins with a few straight-forward steps. With the mindset that your time is one of the most important things you can share with someone - we promise never to waste yours. Our introduction process is designed to be educational, enjoyable and focused on adding value.

Organize

We help our clients get organized and prioritized, empowering them to make life’s day-to-day financial decisions with more confidence and less time.

Plan

Our experience-backed Financial Planning, looking at our client’s entire financial picture, enables us to provide the insights our clients need to make smart decisions about tomorrow.

Invest

With a plan in place, what you are investing for becomes less complicated. Our typical client engages us for proactive management of their total investment portfolio.

Frequently Asked Questions

Building a Financial Foundation

Where do I start?

How do I plan for retirement?

How do I invest?

What do I need to know?

How much do I need to save?

Managing Wealth

How do I keep saving for retirement while also save for my kids’ education?

How do I preserve my wealth in volatile market conditions?

How do I spend from my retirement savings?

Retirement

How will I fund my lifestyle during retirement?

When can I retire? How much money do I need?

How will I keep up with the rising healthcare costs?

What will taxes look like in retirement?

When should I claim social security?

Establishing Your Legacy

How do I transfer my wealth to my kids and grandkids?

How do I set up charitable distributions that will outlive me?

We can help you find your answers. Reach Out Below.

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