Kristi Sullivan quoted in financial article on msnbc.com

Check me out being quoted in msnbc.com about rebalancing investments before year end:

http://www.msn.com/en-us/money/everydaymoney/20-money-moves-to-make-before-the-end-of-the-year/ar-AAdU5Ew?li=AAa0dzB#page=2

 

Contact me at

303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how can help you rebalance your investments.

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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.