Financial Advisor in Southlake, TX

Your Retirement.

Your Adventure.

At Sullivan Financial, it’s our goal to not just help you retire. We work to help you live for your next adventure!

The Adventure

Ahead

What kind of incredible adventures are ahead of you in retirement? Whatever possibilities you want to explore, we want to help get you there.
Here’s How
What kind of incredible adventures are ahead of you in retirement? Whatever possibilities you want to explore, we want to help get you there.
Here’s How

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. 

Book a Meeting

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