Ovid Life quotes Kristi Sullivan on Senior resources

Hey, guess what? I’m now considered a “financial sage,” according to this article in OVID Senior Resources. All kneel to the Sage!

http://blog.ovidlife.com/14-tips-from-financial-sages-that-seniors-need-to-know-part-2/

Contact me at

303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your retirement goals.

Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right of this article.

Share this post

Kristi Sullivan

My name is Kristi Sullivan and I have been helping people achieve financial security since 1996. I am a fee-only financial planner and public speaker. I do no investment or insurance sales for commissions. My clients pay me for guidance through their financial questions. I also work with employers to educate their employees about personal finance. I have been helping people make financial decisions for 18 years. I have worked in employee benefits and with individual clients/families. I hold the Certified Financial Planner designation. Sullivan Financial Planning, LLC is a Registered Investment Advisory firm with the State of Colorado. Areas of expertise include prioritizing savings goals, investment allocation, and wealth manager searches.