The annual meeting is rescheduled to sometime later this quarter and the family reunion is sometime next summer, but like certain holidays and your birthday you know you can always count on a few specific dates. It’s reassuring. One such day is Tax Day, AKA April 15. Yet, unlike a birthday this looming deadline tends to sneak up on you in the least enjoyable way. And even if Tax Day is hardwired into your brain (and all your digital and paper calendars), the fact of the matter is that...
IMPORTANT INFORMATION REGARDING COVID -19
Due to the wide-ranging impact of COVID-19, we have enacted our Continuity of Business Plan. If we are unable to work from our regular offices, duplicate office resources are available off-site from which we will operate.
Our normal phone and communications procedures are in place so feel free to call or email as normal.
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.