Sullivan Retirement Resources is an independent financial services firm based in Wrentham, Massachusetts, helping individuals and families develop retirement strategies aligned with their goals and needs. The firm describes its role as understanding each client’s priorities and designing a tailored plan to help them prepare for retirement, manage wealth, and protect assets. Its services include retirement income strategies, wealth management, annuities, investments, and IRA and 401(k) rollovers.

Clients can also seek guidance on asset protection, life insurance, tax-efficient strategies, long-term care strategies, and IRA legacy planning. For related needs, the firm can refer clients to professionals who provide trust, probate, charitable giving, estate planning, and tax planning services. Sullivan Retirement Resources also offers educational resources, including seminars, articles, and Dan Sullivan’s book, Are You Playing Retirement Roulette?, which addresses retirement timing, risk management, and preserving wealth.

The firm’s investment advisory services are provided by Sullivan Retirement Resources, LLC, a Registered Investment Adviser. The firm notes that investing involves risk and that its offerings may not cover every available plan