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Proactive Planning

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manage the changing face of life

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Investment Management

“He who has a why to live, can bear almost any how”

Friedrich Nietzche

Have you found your “Why?” As experienced investment advisors, The Sullivan Group works with you in developing an ongoing plan to manage your investments. This plan is designed not only to meet your financial goals but to also give you the peace of mind to concentrate on those areas of your life that are truly meaningful to you. You can have confidence in knowing that your investments are being professionally managed and the results communicated in a clear and easily understood way.

Our Services

  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Structured Settlements

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29222 Rancho Viejo Road, Suite 119
San Juan Capistrano, CA
92675 United States

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