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Visiting your parents over the holidays? You need to read this.

UncategorizedBy Kristi SullivanDecember 20, 2017

With the holidays approaching, many of us are making plans to visit family members we might not see often. And when we don’t see loved ones every day, we sometimes notice that things have changed since the last get together.   I recently met a woman who owns a home health care firm.  She told…

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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