Our Services

"We strive to help our clients create and grow wealth, protect and preserve wealth, and transfer wealth during life and at death in the most tax-advantaged way."

 Advisory Services

IRA / 401k Rollover & Distribution Planning

Generational Planning

Stretch IRA Planning

Beneficiary Planning

Transfer of Wealth Planning

Tax-Efficiency Planning*

Retirement Longevity Planning

Rebuilding After A Divorce

Lifetime Income Planning

Qualified Retirement Plans

Charitable Giving

 
Investment/Estate Planning*

Education Planning

Risk Management**

Asset Allocation Planning

*Sullivan Wealth Management and Wachovia Securities Financial Network, LLC do not provide tax or legal advice. Please consult with your tax and legal
advisors before taking any action that may have tax or legal consequences.
**Insurance products are offered through non-bank insurance agency affiliates of Wachovia and are underwritten by unaffiliated insurance companies.  Wachovia Securities Financial Network, LLC is a separate non-bank affiliate of Wachovia Corporation.