Kristi Sullivan

Personal Finance, Retirement, Investing
“With her experience and education as a Certified Financial Planner ™ designee, Kristi Sullivan will work with her clients to piece together their unique financial puzzle.”

Sullivan Financial Planning, LLC

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Kristi Sullivan has been helping people achieve financial security since 1996.

After graduating with a B.S. in Business from Colorado State University, Kristi worked for Great-West Life in the employee benefits department for three years. This experience gave her a strong background in employer retirement plans, Flexible Benefit Accounts, and group medical plans.

Departing for Fidelity Investments in 1998 gave Kristi the chance to learn more about financial planning on a personal level. In her nine years at Fidelity, my duties included operations, compliance, financial planning, and teaching investment classes.

Sullivan Financial Planning, LLC was formed in 2007 with the goal of providing clients exactly the type of help they needed, without the pressure of corporate quotas or sales numbers directing the recommendations.

Kristi holds the Certified Financial Planner™ designation and the  Series 65 and Colorado Life & Health Insurance Licenses. She is a member of the Financial Planning Association, The Alliance of Professional Women, The Women’s Estate Planning Council, and the Denver Alumnae of Chi Omega.

She is proud to have been a volunteer speaker for the non-profit Evelyn Brust Foundation. As a speaker for the Brust Foundation, she presented on achieving financial security at public libraries for the purpose of providing the general public an education without a sales pitch.

In Kristi's down time is spent with her husband and two sons. She is always up for a ski day,  travel, seeing plays, and reading a good book.


BS, Business, Colorado State University

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March 2017
    Real Estate, Retirement, Retirement Living
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Where should I begin investing my inheritance?

First, make sure that you have money set aside in a savings account to cover at least 3 months' expenses plus any short term expenses you know are coming (vacation, car repair, etc.)

If you have a retirement account at work, consider investing there and using your inheritance to back fill the money missing from your paycheck.  There are great tax benefits when you save money in a 401(k) at work.  If you don't have a work retirement plan, consider opening a Traditional IRA or Roth IRA and contibuting $5,500/year there.  You can buy diversified mutual funds through any of these retirement plan options.

If you just want some ideas for diversified funds that you can take out at any time, consider mutual funds that invest in several areas of the investment markets at once.  Target Date Funds are a good start for beginning investors.

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September 2017
    401(k), IRAs, Taxes
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September 2017