OUR RETIREMENT INCOME PROCESS

          Will you have enough?
          In what order will you take your income?
          What are your income sources?
          How much can you withdraw and not run out of money?
          What will your SPENDING POLICY be in retirement?
          Will you continue to work in retirement?

          Ask for our FREE COPY of
           "WHAT TO DO WHEN YOU'RE 5 YEARS AWAY FROM RETIREMENT"

   


OUR TEAM PROFESSIONALS

      
From Left to right:  Valerie Sullivan, Office Manager,
Thomas Wright, Insurance/LTC,
David Smith, Co-Branch Manager,
Kevin Sullivan, CDFA, Registered Principal,
David Radsky, Financial Advisor,
Maryanne Fotter, Administratiive Assistant 




*Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Sullivan Wealth Management, LLC is an independent company located at 112 Clinton Ave, Winslow, ME. 207.660.6637

   
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