Explore the Possibilities

 At Sullivan Financial, our team is dedicated to more than just improving your retirement balance sheet. With our unique combination of guidance and support, we help deliver confidence, clarity and freedom that’s life-changing for you and your family—for generations. 

Making a Difference in Your Life.

Not Just Your Plan.

Using these key areas of retirement planning, we create clear and easy-to-understand financial strategies that help make the dream you’ve worked so hard for become a reality.

01: Income

  • Retirement Planning
  • Social Security Planning
  • Income Planning

02: Investments

  • Asset Management
  • Capital Preservation Strategies
  • Risk & Cost Analysis of Investments

03: Taxes

  • Tax-Free Income Creation
  • Strategic Tax Planning
  • CPA Resources

04: Healthcare

  • Medicare Solutions
  • Long-Term Care Solutions

05: Legacy

  • Death Benefit Assistance
  • Wealth Transfer
  • Legacy Planning
  • Attorney & Estate Planning Documents
  • Trust Funding
Whether you’re nearing or already decades into retirement, The Confident Retirement JourneyTM is designed to deliver the confidence, clarity and freedom you deserve.

Step 1

Explore the Possibilities

We’ll get to know each other and determine if we’re a good fit.

Step 2

Chart Your Path

We’ll present your personalized financial plan and discuss the opportunities available to you. 

STEP 3

Journey with Purpose

We’ll continue to guide you through our five checkpoints in retirement. 

Meet the Team

Learn more about the dedicated financial professionals standing by to help you explore new possibilities, passions and purpose. 

Craig Sullivan

Craig Sullivan

Founder

Born and raised in Texas, Craig was taught the value of honesty, hard work and serving others from an early age. As he grew up, those lessons stuck with him—eventually forming the basis for Sullivan Financial Partners.

As the company’s founder, Craig serves clients with the one-on-one attention and personalized tax, wealth management and retirement planning they need to live life without worrying if they’ll jeopardize their retirement.

In his 18-plus years in the industry, Craig has been awarded many certificates of achievement, plaques and trophies. But the greatest achievement—and his favorite part of the business—is seeing clients realize they now have the freedom and confidence they need to explore life’s possibilities!

Craig attended Texas Tech University, earning a Bachelors of Science in Personal Financial Planning. Craig married his wife, Kayla, in January of 2008. On July 5, 2013, they welcomed their twins, Case Steven and Hadley Renee to the world.

What Does “Exploring the Possibilities” Mean To You?

To me, exploring the possibilities means being open to seek out new opportunities, perspectives, and outcomes. It’s being curious, adventurous and willing to step out of one’s comfort zone.  It’s about being receptive to new ways to leave an impact on your family, your friends, and your community.

Bonnie Becker

Director of operations

Lindsey Williams

Marketing Director

Colton Baysinger

Advisor

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See how we can help you build a retirement rooted in confidence, joy and doing what you love most.