Wine Investments

Kristi is quoted on wine investments in Crains’ Wealth.

While the category can provide an alternative to traditional asset classes, high fees and lack of liquidity may mean too much risk for the uninitiated.

Here I am NOT recommending wine as a long term investment strategy.  Wine as a short term drinking strategy – yes!

http://www.crainswealth.com/article/20150713/WEALTH/307109998/wine-is-a-fine-investment-but-beware-the-risks

Contact me at

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

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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.