I have a tiny quote in this article about 401(k) outflows surpassing inflows. http://insurancenewsnet.com/innarticle/401k-plan-market-still-place-advisors
Contact me at
303-324-0014 or kristi@
Stay Informed and Educated
I have a tiny quote in this article about 401(k) outflows surpassing inflows. http://insurancenewsnet.com/innarticle/401k-plan-market-still-place-advisors
303-324-0014 or kristi@
Stay Informed and Educated
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.