Services

At Condon Sullivan Wealth Management and Planning, we offer a comprehensive suite of services designed to address your unique needs, wherever you are in life:

Wealth Management*

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

• Bonds
• Stocks
• Exchange Traded Funds (ETFs)
• Mutual Funds
• Government Securities
• Brokerage Accounts
• Alternative Investments
• Variable Annuities

Financial Planning Strategies*

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

• Retirement Planning Strategies
• Income Planning Strategies
• College Planning Strategies
• Estate Planning Strategies
• Cash Flow Analysis Strategies

Insurance

Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:

• Term Insurance (for more information, click here)
• Universal Life Insurance (for more information, click here)
• Whole Life Insurance (for more information, click here)
• Long-Term Care Insurance
• Disability Insurance