Life insurance and annuities have always been considered to be among the safest of all financial instruments. Even as banks were being shuttered during the Great Depression resulting in people losing their life’s savings, life insurers emerged as the bed rock of financial security. Their preeminence as stable and safe financial institutions continues to this day thanks, in part, to the vigilance of the independent ratings firms that keeps the pressure on all life insurers to perform at...
Having originated in Northern California, The Sullivan Group™ has expanded to Southern California and provides investment management and retirement planning services to individuals, families and corporations/small businesses. With more than 30 years collective experience, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long-term investment results.