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Condon Sullivan Wealth Management & Planning - Cornerstone Financial Group - Burlington, MA
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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Thomas Sullivan & Matthew Condon are Registered Representatives of and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC, 600 Dresher Road, Horsham, PA 19044, 800-873-7637.  Condon Sullivan Wealth Management and Planning and all listed entities are independent of HTK. HTK does not offer tax or legal advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.

Our representatives are insurance licensed and/or securities registered in the states of: AZ, CA, CO, CT, FL, GA, IL, IA, MA, MD, ME, MI, MN, NC, NH, NM, NV, NY, OH, PA, RI, SC, UT, VA, WI. This is not an offer or solicitation in any state where not properly licensed or registered.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Contact

Condon Sullivan Wealth Management & Planning
Office: 781-552-4900
Fax: 781-272-5453

131 Middlesex Turnpike, 2nd Floor
Burlington, MA 01803

mcondon@condonsullivan.com

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