Skip to main content

Home
About Us
- Joel Sullivan
- Our Mission Statement
Resources
- Articles
- Calculators
- Flipbooks
- Newsletters
- Glossary
- Tax Library
- Videos
Contact Us
- Our Location
- Information Request
Client Login

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

Sullivan Investment Management is registered with the State of Wisconsin as a Registered Investment Adviser. Please remember that past performance may not be indicative of future results. You should not assume that any discussion or information contained on this website serves as the receipt of, or as a substitute for, personalized investment advice from Sullivan Investment Management. To the extent that you have questions regarding the applicability of any specific issue discussed on this website relating to your individual situation, you are encouraged to consult with the professional adviser of your choosing. A copy of our ADV Part 2A disclosure statement discussing our advisory services and fees is available for review upon request. Content of this website should not be considered legal or tax advice. Please seek attorney or CPA.

Site Map