Serving Lapeer County

Lapeer: 810-664-8474

North Branch: 810-688-4710

Sullivan & Sullivan Attorneys at Law PLLC

The Family You Trust to Secure the Future of Yours

Financial planning

Entrust Your Financial Goals to Us

Rest Assured That You Are Our First Priority

Productive financial planning enables you to meet your goals

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.

•  Investments

•  Estate planning

•  Education and retirement planning

•  Life insurance

•  Tax and accounting

•  Business planning

•  Disability and distribution planning

•  IRA rollovers

Our family business was started in this community by our father in 1981. Our clients are our top priority. Call us today for tax and legal advice.

 

Meet all your estate, business, personal tax, and law needs under one roof.

810-664-8474