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.

Kristi Sullivan’s quote in Bloomberg on Retirement Plan Benefits

Here I am talking to Bloomberg.com about considering the retirement plan benefits when negotiating a new job.  http://www.bloomberg.com/news/articles/2015-04-30/a-job-hunter-s-guide-to-getting-the-best-retirement-plan Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you consider your retirement plan benefits. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right of this…

Childless Retirees

Kristi Sullivan is quoted by Bankrate about single and childless retirees

I’m excited to be quoted in this article from Bankrate.com about single and childless retirees and their unique financial planning needs. http://www.bankrate.com/finance/retirement/financial-planning-for-childless-retirees-1.aspx?ic_id=Top_Financial%20News%20Center_link_4 Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you consider your unique financial planning needs. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form…