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Let’s Talk Life Insurance. Do You Actually Need It??

UncategorizedBy Kristi SullivanApril 26, 2018

Denver Financial Planner Kristi Sullivan discusses the differences between term and whole life insurance and whether or not you need life insurance at all. CLICK ON THE VIDEO BELOW!      

mother's day, denver financial planner

Mother’s Day & The Mother of All Gifts

UncategorizedBy Kristi SullivanApril 26, 2018

Mother’s Day is just around the corner.  If you haven’t started shopping or made brunch reservations yet, take a page out of the rich and famous for ideas to let Mom know how much you appreciate her.   Pop star Rhianna in 2012 gave her mom a 5-bedroom house in Barbados. NFL quarterback Terry Bridges’…

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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