Getting Started
Our Approach
The Sullivan Team takes a personalized approach to comprehensive wealth management, placing each client’s goals and aspirations at the center of every plan. We partner with individuals, families, and business owners to create thoughtful, customized strategies that support them on the path to and through retirement. Above all, we believe strong relationships—built on trust, respect, and open communication—are the foundation of meaningful guidance, and we are honored by the confidence our clients place in us.
Discover Your Goals And Objectives
The process begins with a thorough discovery discussion to understand your goals, concerns, priorities, and everything that’s important to you in building a customized wealth management strategy
- Hobbies & Lifestyle
- Retirement Dreams & Goals
- Income needs
- Family, Legacy Creation
- Charitable Giving Desires
- Tax Considerations
- Risk Tolerance
- Performance Expectations
Share Relevant Information And Documents
To ensure we have a complete understanding of your financial life and can thoughtfully tailor recommendations to your goals, we welcome your partnership in sharing relevant information and documents—including insurance policies, investment and bank account statements, tax records, trusts and estate documents, powers of attorney, and CPA or attorney contacts. This collaboration allows us to build a strategy that’s truly centered around you.
Customized Plan Development
We leverage a broad range of investment options to design a personalized financial plan that aligns with your goals, objectives, and risk tolerance, based on a thorough understanding of your unique needs and circumstances, and considering the following:
- Suitability & Diversification
- Time Horizon
- Current Investments
- Income and Liquidity Requirements
- Portfolio Managers
- Fund Expense Ratio
- Risk/Reward Characteristics
- Asset allocation & Correlation
Implementation with Care
Questions or concerns about the approach will be addressed, with adjustments made as needed. Once aligned, a personalized plan is implemented using a blend of proven strategies and financial products selected with your best interests in mind.
Start Our Partnership
Our relationship goes well beyond the initial setup. Putting your plan in place is just the beginning—we’ll continue to meet with you through regular reviews and provide ongoing guidance to help ensure your strategy stays aligned with your goals as life evolves. To get started, you’ll review the account application outlining the terms of our working relationship and complete any necessary transfer or banking documents to move assets to Allen & Company.
