How We Can Help
We help our clients take control of their financial future by working with them closely and developing relationships that span across generations. Our high client retention rate is a result of our highly personal process. We treat every client as though they are our only client.
Some questions that our professional team will help you answer are:
- When can I retire?
- What’s the risk in my investment portfolio?
- How does Condon Sullivan Wealth Management and Planning’s risk assessment help me plan for my current and future goals?
- Can I afford to send my child to college?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
- Should I consider long-term care insurance?
- How can I create a steady stream of income that lasts through retirement?
- How can I get the most out of my 401(k) and IRAs?
At Condon Sullivan Wealth Management and Planning, we work with our clients through every step of their financial journey. We start with a discovery process to find out what their needs, objectives, and goals are. We create investment strategies catered toward these personal aspects and put emphasis on educating our clients about their financial finish lines.