Broker Check

1563 Postal Road Suite 2A
P.O. Box 462
Chester, MD 21619

Sullivan Financial, LLC

410.820.0394

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Understanding Today’s Financial Environment

Welcome, I’m Robert Sullivan, a financial consultant in Chester, Maryland. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.

We have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 410.820.0394.

Helpful Content

What to Look for in a Long-Term Care Policy

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

4 Reasons for the Return of Market Volatility

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

 

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Business Cycle

How will you weather the ups and downs of the business cycle?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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