Broker Check

Joseph Sullivan, CFS

The Financial Second Opinion™

We can coordinate with your other financial advisors such as your accountant, stock broker, lawyer, and insurance agent to provide you with an objective view of your financial position. You'll receive a report which will provide a review of your existing:

  • Investments
  • Life Insurance
  • Disability Income
  • Long-Term Care Insurance                   
  • Retirement Strategies
  • Estate Plan, Wills & Trusts
  • Income Taxes
  • Buy/Sell Analysis
  • Survivor Needs
  • Beneficiary and Legacy Planning

Focus Areas:

Wealth Transfer

Taxes can significantly shrink the size of your estate. Have you explored options to potentially reduce your taxes? By working with your attorney to review your asset ownership, wills and trusts, we can highlight your estate tax exposure.

Retirement Planning

With retirement often lasting for 20 years or more, you may be concerned about outliving your savings. We can help you choose techniques to work towards accumulating wealth for your retirement income.

Investment Planning

You have options for investing your current assets and future savings based on your financial goals. We can help you to analyze your current portfolio, identify objectives and evaluate risk tolerance to develop an appropriate and customized asset allocation strategy.

Business Owner Planning

Your business is most likely your single largest asset. Together with your accountant, we can provide a comprehensive plan that may potentially reduce taxes, create cash flow solutions, resolve family conflicts and implement options to transfer your business to the next generation.

Learn more

For a printable copy of The Financial Second Opinion™, Click Here