Rest Assured That You Are Our First Priority

It can be overwhelming to think of your future and the large sums of money involved. However, when you call Sullivan & Sullivan Attorneys at Law PLLC or Sullivan & Sullivan CPAs, PC, you will find a team that guides you logically towards your goals.

We help clients navigate thru all their financial events whether it is retirement planning, distribution planning, legacy planning, charitable giving or managing cash flow. At Sullivan & Sullivan Attorneys at Law PLLC or Sullivan & Sullivan CPAs, PC our goal is to help you secure and grow your assets that you worked so hard to accumulate.

We listen to you, and take the time to understand your goals so we can transfer those goals into financial success. We will further help you plan and then invest.  Call us for a FREE consultation and start reaching your goal today.

Productive financial planning enables you to meet your goals

• PInvestments
• Estate planning
• Education and retirement planning
• Life insurance
• Tax and accounting
• Business planning
• Disability and distribution planning
• IRA rollovers