You Only Get One Chance to Retire Well

We can help you get it right.

Sullivan Ready Report

At Sullivan Retirement Resources, our main focus is to secure the retirement you and your family deserve. And we’re READY to help make it happen.

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R

Retire

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E

Ensure

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A

Analyze

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D

Design

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Y

You

Book Cover Edition 2
Now on Amazon

It’s not how much you save; it’s how much you keep.

Investing your hard-earned money in the stock market can feel a lot like gambling with your future financial security — but it doesn’t have to. When you know how to manage your risk, put the odds in your favor and play the long game, you’re much more likely to come out a winner. In his book, “Are You Playing Retirement Roulette?,” Dan Sullivan addresses some of your most pressing retirement concerns, including:

  • Determining when and if you can afford to retire

  • How to mitigate unnecessary risk with your financial planning

  • The importance of preserving versus accumulating wealth

  • And more!

Our Mission

quote

As your trusted partner, our focus is to understand your goals and help you achieve them by designing a plan tailored to your specific needs."

Dan Sullivan | Wrentham, MA

How We Help

Our Services

Grow

Prepare for retirement by putting your
hard-earned assets to work.

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you
care about the most.

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts  Probate  Charitable Giving  Estate Planning  Tax Planning

As Seen in Kiplinger

You might be invested in multiple mutual funds, but they might be invested in the same stocks. Here’s how to go about fixing that.

Ready to Take the Next Step?

For more information about any of our products and services, schedule a meeting today.

Or Give Us a Call At

774.847.9949