Kristi Sullivan on 401(k) accounts as quoted by the Shareholder Forum

Here I am talking about the value of account aggregation software and the use of Target Date funds in 401(k) accounts.

http://www.shareholderforum.com/investor/Library/20150922_InvestmentNews.htm

Contact me at

303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your 401(k) accounts.

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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.