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  • Welcome
  • About Me
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    • In the Media
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  • Financial Calculators

Daily Archives: October 4, 2016

How Does the Election Affect Your Portfolio?

Financial Education, Financial News, In the News, Personal FinanceBy Kristi SullivanOctober 4, 2016Leave a comment

Well, another Election Day is coming up and I am thrilled.  Why?  Is it because I am SO excited about the two potential candidates that I can’t wait to cast my vote?  Not exactly.   The benefit of Election Day to all investment advisers is that hopefully for the next 3 ½ years we can…

Financial Planner

Kristi’s Quotes: Ever thought about PARTNERING with your competitors?

Kristi's QuotesBy Kristi SullivanOctober 4, 2016Leave a comment

In this article in LifeHealthPro.com, Kristi talks about the benefits of collaborating with the competition:   Strategic Alliances have proven so successful for Sullivan that she has made pursuing them a priority. Prominent on the home page of her firm’s website is an invitation that reads, “I’ll partner with money managers to create financial plans…

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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