Rory Sullivan

Rory Sullivan is a Financial Planner and Managing Associate. He speaks to his clients with a very timely message: teaching parents how to pay for college for their kids without sacrificing their own retirement savings. His strategies are especially relevant these days, as past recessions have cut into families’ financial reserves – their home values, their retirement nest egg and their college savings – while college costs only continue to rise. He focuses on legal strategies for qualifying for more financial aid, and leveraging assets in order to make your money work more efficiently and effectively – in the end reducing the total cost of attendance.

In addition to a focus in college planning, he works with many young families, pre-retirees, and small business owners. His goal is to help these individuals maximize their retirement income with a strong comprehensive focus on both the accumulation and income planning phases of retirement. Lastly, he is responsible for the growth and development of his firm as he manages a team of advisors. He has a strong passion for developing advisors and guiding them to living the life of their dreams.