Financial Planner

Kristi’s Quotes: Marcum Financial Services Asks About Retirement!

Marcum Financial Services quotes Kristi on the 10 Steps to Achieve Your Retirement Goals.

 

From Social Security to saving, these tips can help make your money last. Everybody wants to be safe from the buffeting that life can inflict upon retirement plans – to have the financial resilience to bounce back when things go awry. For starters, here are 10 mistakes to avoid in retirement planning.

 

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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.