Sullivan Financial Planning
Finance · Colorado, United States · 1-10 Employees
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Overview
Headquarters
783 S Downing St, Denver, Colorado, 8020...Phone Number
(303) 324-0014Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Sullivan Financial Planning
Sullivan Financial Planning provides Fee-Only Financial Planning services to individuals in the Metro Denver area, focusing on transparent advice without commissions. Led by Kristi Sullivan, CFP, the firm emphasizes objective financial guidance tailored to clients' pressing questions and life decisions. Clients benefit from a sliding scale fee structure based on net worth and income, ensuring that they pay only for the advice they need. With 27 years of experience, Kristi aims to help clients navigate wealth management, retirement planning, and investment strategies efficiently and effectively.Explore more
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Sullivan Financial Planning provides Fee-Only Financial Planning services to individuals in the Metro Denver area, focusing on transparent advice without commissions. Led by Kristi Sullivan, CFP, the firm emphasizes objective financial guidance tailored to clients' pressing questions and life decisions. Clients benefit from a sliding scale fee stru... Read More
