At The Sullivan Group we are very proud that Financial Advisor Deborah Sullivan is a recipient of the following prestigious awards. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Deborah!
With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2024.
As financial advisors, our role is to help you use your wealth to achieve what is most important to you. This may mean providing an education to children and grandchildren, buying a vacation home, meeting the special needs of a family member or retiring ten years early - the list is endless, and the decision is uniquely your own.
Together, we explore your aspirations and the life you envision. We work with you to translate your goals into a personalized investment strategy. And then, drawing on the team's experience and perspective, we structure an individual portfolio for you, executing and refining that strategy to help bring you closer to your definition of investment success.
In short, your goals become our focus, and achieving them becomes a commitment that we share.
At the Sullivan Group, we focus on understanding your personal concerns, priorities, and circumstances, so that together we can develop a careful, comprehensive wealth management strategy. Because in the end, we're not just helping you accumulate wealth; we're helping you create a legacy.
Sullivan Group advisor Debbie's career aspirations started with thoughts of becoming a doctor and healing people's health. But her path evolved quickly, and today she finds gratification in "healing people's finances" as a financial advisor.
Learn more about The Sullivan Group.
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