You Only Get One Chance to Retire Well

We can help you get it right.

Get Started in 3 Easy Steps:

We’re here to help you feel confident in your financial future.



Schedule a meeting to sit down with us and discover what your ideal retirement looks like.



Using the Sullivan Retirement Resources plan, we’ll examine your current financial situation and determine your retirement needs.



Receive a custom strategy to help you reach your unique retirement goals.

Are you playing retirement routlette?
Instant Download

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!

Download your free copy of Dan’s book and start winning at retirement today!

Our Mission


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


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

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


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


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

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