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Personal Financial Planning

With life expectancy on the rise, many individuals anticipate enjoying retirement well into their nineties.  For those dreaming to retire early, that means retirement benefits must last for 30 to 40 years.  Are you ready?
 
When should you start planning?  It is never too late, but the first step is the most important as you take responsibility for your family’s financial future.  Sullivan & Company offers comprehensive personal financial planning that will provide you with a customized road map to financial security.  During the planning process, you will:
  • Complete a systematic and comprehensive assessment of your current financial position, your cash flow and income tax liabilities.
  • Evaluate your casualty, disability and life insurance coverage requirements based on your current expenditure patterns and financial needs.
  • Develop projections of how much it will cost to educate your family and to retire in the life-style you prefer.
  • Identify and prioritize realistic, quantifiable financial goals and specific strategies to achieve those goals. 
Sullivan & Company prepares a written report of recommended strategies that will help you meet your financial objectives.  With extensive relationships in the business, investment and legal communities, Sullivan & Company will serve as your liaison, working with you and your insurance agents, investment advisors, and estate attorneys. 
 
For further information and assistance with planning your financial future, email  Paul A. O’Brien, CPA, MST, CFP, Principal and Director, Financial Planning Services, Sullivan & Company, at PObrien@SullivanandCompanyCPA.com, or call him at 401.272.5600.
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