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Financial Education

Financial Education Provided by Sullivan Financial Planning

Financial Education, Financial NewsBy Kristi SullivanApril 28, 2015

A couple of weeks ago, I introduced my education services for the first time in the blog.  Just to let you know, the financial education provided by Sullivan Financial Planning goes beyond pre-retirement planning.  Other engaging and helpful topics that you won’t be getting from your 401(k) plan provider include:   Financial Tools for Kids: …

Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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DISCLOSURE: This website is intended for general education purposes only and the information is not personal investment advice, tax, or legal. Opinions expressed are subject to change without notice and are not intended to predict the future performance of markets. Quoted information is believed to be current and truthful at the time presented. Sullivan Financial Planning, LLC is a registered investment adviser in the state of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. By using this website, you acknowledge the terms of our Privacy Policy and ADV

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