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Sullivan Investment Management, Sullivan & Sullivan CPA, PC

Our Services

Our office is full service offering:

Investments

  • Fee-based asset management services

  • Mutual Funds

  • Annuities

  • Stocks and Bonds

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Retirement Planning

  • IRAs

  • 401(k) plans

  • SEPs

  • Simple Plans

  • Pension/Profit sharing plans

  • Budgeting

Estate Planning

  • Business ownership succession planning

  • Charitable remainder trusts

  • Insurance needs analysis

  • Wills and trusts

Education Planning

  • 529 plans

  • Coverdell education IRAs

Insurance

  • Insurance audit

  • Fixed and variable life insurance

  • Long term care insurance

  • Fixed and variable annuities

  • Disability Insurance


Tax & Accounting

  • Personal

  • Business

  • Estates & trusts

  • Business advisory services

  • IRS and state tax resolutions

  • Tax Planning

  • Preparation of Financial Statements

  • Payroll

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