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We also offer holistic professional financial services that include not only retirement planning, but also estate planning, tax planning, 401k management, and advanced insurance strategies. We are clear and upfront about our fees, which is not a flat rate fee but unique to each situation. As a...
Personal referrals are especially helpful to get a sense of fees and services. Asking around can be a helpful starting point but consider doing your own research on the planner and firm before engaging. If you’re working with a CPA for your taxes or have an estate planning attorney, conside...
We help you achieve big goals like retiring or retiring early through innovative, fee only financial planning. At Sullivan Mermel, Inc., we don't accept commissions, loads, or referral fees, so you know that we're putting your interest ahead of our own.