The Sullivan Group

The Sullivan Group Independent Investment and Retirement Planning

Even though Financial Literacy Month only lasts through April, you can keep improving your financial literacy year-round...
04/20/2026

Even though Financial Literacy Month only lasts through April, you can keep improving your financial literacy year-round with a couple of simple practices. Swipe through for a few practical tips to keep yours growing.

If you would like to learn more about your specific financial situation, do not hesitate to give us a call and schedule a time to chat. We are here to help.

Money Smart Week is a great time to refocus on the financial decisions that build long-term wealth. After all, thoughtfu...
04/15/2026

Money Smart Week is a great time to refocus on the financial decisions that build long-term wealth. After all, thoughtful planning today helps protect both lifestyle and legacy tomorrow. Swipe to learn a few key smart money moves.

If you'd like to explore which smart money moves make sense for your situation, our team is here to help. Give us a call today.

April is Financial Literacy Month, and what better time to emphasize the importance of understanding how to manage, prot...
04/06/2026

April is Financial Literacy Month, and what better time to emphasize the importance of understanding how to manage, protect, and grow your money? Financial literacy can help you feel more informed, confident, and prepared for what’s ahead, like paying down debt or planning for retirement. Swipe through to learn more.

If you would like to discuss your financial strategy, give us a call. We are here to help.

This Easter, we are sending each of you our warmest wishes for a meaningful Easter, filled with joy, peace, and special ...
04/05/2026

This Easter, we are sending each of you our warmest wishes for a meaningful Easter, filled with joy, peace, and special moments with loved ones.

This season of renewal offers a beautiful opportunity to pause, reflect, and take stock of the things we hold dear. However you choose to celebrate, we hope your Easter brings comfort, connection, and a fresh sense of hope.

Happy Easter!

Happy International Client’s Day! Today, we would like to thank each and every one of our clients for the opportunity to...
03/19/2026

Happy International Client’s Day! Today, we would like to thank each and every one of our clients for the opportunity to support your goals. It is an honor to serve you, and we do not take your trust for granted.

If there is anything we can do for you, give us a call. We are here for you, today and every day.

As we raise a toast to St. Patrick’s Day, it’s tempting to believe that a bit of luck can lead to financial fortune. But...
03/17/2026

As we raise a toast to St. Patrick’s Day, it’s tempting to believe that a bit of luck can lead to financial fortune. But in investing, consistent success isn’t built on chance; it’s built on process. Swipe through for a few key strategies that offer more reliability than any four-leaf clover.

Want to review your investing strategy? Call us today to learn how we help our clients with clarity and confidence.

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available ...
03/12/2026

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available to you, especially when it comes to funding your IRAs and HSAs. Swipe through to learn more.

If you want to talk through your options and make sure you’re making the most of your contributions before tax day, give us a call.

We have an important question this March: What is your 2026 bracket? No, we’re not talking about those of the basketball...
03/12/2026

We have an important question this March: What is your 2026 bracket? No, we’re not talking about those of the basketball variety. Given the emphasis on brackets this month, now can be a great time to review your 2026 federal tax bracket before the year gets too far along.

Understanding where your income is likely to fall can help you plan ahead and avoid surprises. Swipe to learn more.

Curious how these changes might affect your broader financial plan? From retirement contributions to estate strategies, we can help you align your goals with today’s tax landscape. Give us a call today.

Every March 8th, the world comes together to celebrate the remarkable women who have shaped our world, honor the progres...
03/08/2026

Every March 8th, the world comes together to celebrate the remarkable women who have shaped our world, honor the progress made toward gender equality, and recognize the work that still lies ahead.

While this is a global holiday, there are so many influential women to celebrate at the community level. That is why, in recognition of this day, we encourage you to shout out a female leader or mentor in the comments.

Today, we are sharing a timely reminder: Daylight Saving Time begins this Sunday, March 8. While automatic clocks should...
03/05/2026

Today, we are sharing a timely reminder: Daylight Saving Time begins this Sunday, March 8. While automatic clocks should adjust on their own, you will need to update any manual clocks or timers in your home.

If the shift has you thinking about upcoming needs, we're always here to assist in areas within our expertise. Give us a call anytime.

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23807 Aliso Creek Road, Ste 100
Laguna Niguel, CA
92677

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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