“I like that Sullivan Benefits offers the whole employee benefits package. We don’t have to go to different people for different needs.”

HR Director,
Lawrence R. McCoy Company

Ready to learn
if Sullivan Benefits
can help you?

Call 508.471.9017
or email us today
to learn more about
our complimentary
Employee Benefits Plan Review.

Innovative Investment Options, Financial and Retirement Planning Services

Sullivan Benefits is committed to your personal financial success and that of your executive team, your employees and your company. Our Financial Services, provided through the Sullivan Group, are dedicated to helping you address issues such as how a recession affects retirement planning, what to consider when selling a business, 401K retirement investing, retirement benefits and estate planning.

Our team of experienced professionals provides advice and guidance in the design and implementation of corporate employee benefit and deferred compensation programs for selected executives. For individuals, Sullivan Benefits’ areas of expertise include financial, business and estate planning services.

Products and Services include:

• Estate Planning
• Financial Planning for Retirement
• 401K Retirement Investing
• 401K Pension Planning
• Selective Executive Retirement Plans
• Investment Planning
• Business/Buy-Sell Planning
• Business Insurance
• Life Insurance
• Disability Insurance
• IRA
• Annuities
• Long Term Care Insurance Planning
• Nursing Home Financial Planning

Call Sullivan Benefits at 508.471.9017 or email us today to learn more about our Financial Services offerings.