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Our team of experienced professionals will assist in providing advice and guidance in the design and implementation of corporate employee benefit and deferred compensation programs for selected executives. For individuals, the Sullivan Group's areas of expertise include financial, business and estate planning services.
Products and Services Include:
- Estate Planning
- Retirement Planning
- 401K and Pension Planning
- Selective Executive Retirement Plans
- Investment Planning
- Business/Buy-Sell Planning
- Business Insurance
- Life Insurance
- Disability Insurance
- IRA
- Annuities
- Nursing Home & Long Term Care Planning
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"Service continuity and predictable results" |
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