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IMPORTANT INFORMATION REGARDING COVID -19

Should a recurrence of COVID-19 or another pandemic type event occur which causes unusual accessibility problems, we will implement our Backup Communications Provisions to ensure some measure of continued communications and account management.

Welcome

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.

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Latest Blog Posts

When Filing for a Tax Extension Makes Sense
Sep 19, 2016 by The Sullivan Group

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...

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How to Keep Your Life Insurance Costs Down
Sep 14, 2016 by The Sullivan Group

With rates as low and competitive as they have ever been, it’s as close to a “buyers” market in life insurance as you’ll see.  Still, in these cash-strapped times, curbing all costs and expenses is a priority for most people, and buying life insurance is no different. While the cost of life insurance is predicated upon several factors over which we have little control, such as age, gender, and health, there are many ways in which the overall cost can be reduced....

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Life Insurance Company Ratings Explained
Apr 11, 2016 by The Sullivan Group

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...

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PO Box 2190
Mission Viejo, CA
92690 United States

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