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Sullivan, Mike – Financial Advisor

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Listed in Clearwater Chapter

Sullivan, Mike – Financial Advisor

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First Name: Mike
Last Name: Sullivan
Company Name: Principal Financial
Email: sullivan.mike@principal.com
Cell Phone: 6039239027
Business Category: Financial Advisor
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My goal is to provide individuals, families and business owners with assistance in working towards their financial future.

Here are a list of the many things I can help them with:

Products
• 401 (k), 403 (b), SEP & Simple IRAs
• Annuities (Variable & Fixed)
• Asset Allocation
• Business Continuation Strategies
• Business Overhead Expense
• Buy-Sell Agreements
• Buy-Sell Review
• Charitable Giving
• College Funding Strategies
• Deferred Compensation Plans
• Dental Insurance
• Disability Income Insurance
• Estate Planning
• Executive Benefits Strategies
• Financial Needs Analysis
• Income Protection
• Informal Business Valuation
• IRAs (Traditional & Roth)
• Key Person Insurance
• Long-Term Care Insurance
• Mutual Funds
• Pension Plans
• Retirement Planning
• Salary Continuation
• Series 6,7,63, 65, 66 registrations
• Split Dollar Plans
• Supplemental Retirement Income
• Survivor Income
• Tax-Deferred Savings
• Term Life Insurance
• Universal Life Insurance
• Wellness Programs
• Wealth Accumulation
• Whole Life Insurance

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