A man in a blue suit laughing while sitting at a wooden table with a tablet and papers, a woman holding a book, in a well-lit room with a large window and white brick wall.

FINANCIAL ADVISORS FOR RETIREMENT PLANNING

Some adventures are better with a guide. Retirement is one of them.

Some people enter retirement with excitement, others with uncertainty. What makes the difference? A plan and a trusted guide. We help turn the unknown into a clear roadmap designed around your life, to help you enjoy the freedom in every hard-earned moment.

A smiling man in a dark blue suit with glasses inside an office with green and white walls, a window, and framed artwork.

Our Founder, President, and CFP®

The Financial Guide for Your New Journey

Our Founder, President, and CERTIFIED FINANCIAL PLANNER® Professional Brian Sullivan, spent his career helping clients transition from work to retirement, helping them ensure that their next chapter is well-planned, financially secure, and filled with possibility.

Retirement isn’t just about numbers—it’s about freedom, fulfillment, and making the most of what you’ve built. We’ll help you navigate cash flow and investments, with long-term projections to show you what your finances could look like over the next 20, 30, or 40 years. Whether you want to fund travel and hobbies, plan for long-term care, leave a legacy, or support your family, we’ll plug different scenarios and numbers into your financial plan to give you a roadmap—so you can focus on the journey ahead.

CONNECT WITH BRIAN>

HOW WE CAN HELP YOU OPTIMIZE YOUR SAVINGS

Plan for Longevity.
Plan for Fun, too.

Decisions, decisions: Should you hang onto every dollar, just in case? Or can you enjoy the wealth you’ve worked so hard for? Primary Financial Advisors will work to help you maximize your dollars so you can have your fun – and savings, too. We actually encourage many of our clients to spend more money in retirement so they can do what they love! 

    • Investment strategies 

    • Budgeting

    • Tax mitigation

    • Establishing or updating estate plans

    • Long term care, life, or other insurance recommendations

    • Selling or buying a home

    • Travel

    • Buying “toys” like cars, planes, boats
      Purchasing a vacation home

    • Funding hobbies

    • Buying or selling a home

    • Home renovations or unexpected repairs

    • Planning after a new medical diagnosis or sudden illness

    • Navigating the loss of a spouse or partner

    • Long-term financial projections

    • Exploring in-home or long-term care

    • Legacy planning

    • Charitable giving

    • Establishing a foundation

More Than
Financial Advice

24/7 GUIDANCE

Two middle-aged men with glasses having a conversation at a wooden table in a modern, well-lit room. One man is wearing a navy suit and smiling, while the other is in a light-colored shirt, facing away from the camera. There is a mirror, a small black cup, books, and a notebook on the table.

Support You Can Count on. Anytime.

Life keeps moving, even in retirement. From life changes and healthcare considerations (“Will I be able to work after this surgery?”) to concerns when the economy shifts (“Should I sell those stocks?”) or figuring out the best way to fund your travel dreams—we’re here with you. You can give us a call on weekends, late at night, or whenever you need financial advice.

FAMILY SUPPORT

Man in a navy suit and glasses smiling and talking to an older man with gray hair and glasses in a casual shirt in an indoor setting.

When we say, “How’s the family?” – we mean it.

If you share your life with others, you want to help them be confident, too. Invite your spouse, partner, children, siblings, or trusted friends to our meetings to have broader, more encompassing conversations. Or, if you don’t have a partner or close family members in your life, we can be that support system for you, to help you work through the shifts and changes that life can bring in retirement. 

ACCESS TO EXPERTS

Two men shaking hands and smiling in a home office. One man is older with gray hair, wearing glasses and a light blue sweater. The other man is younger, wearing glasses and a dark suit. There is a desk and a framed picture on the wall in the background.

We’re in Excellent Company

When you become a client, you’ll get access to our curated network of professionals who we feel have great expertise. Need an estate attorney, a realtor, a long-term care consultant, or even a broker for rare luxury cars? We’ll connect you with the ones we trust. Already have a team? We’ll collaborate with them to keep everything moving seamlessly.

We’re with you throughout your retirement journey. 

AN ONGOING RELATIONSHIP

Person typing on a laptop at a white desk.

First Conversation

We discuss your financial picture & goals so we can create a plan to help support your next chapter.

Two men having a conversation in a professional setting, one smiling and holding a pen, the other with his back to the camera.

Your Primary Plan

We craft a personalized financial strategy, designed to give you the information you need to make educated choices so you can enjoy your retirement.

A man in a navy suit and glasses laughing at a desk with a woman holding a tablet. There are coffee cups and a plant nearby, in a bright office with white brick walls.

Regular Meetings

We’re happy to meet with you as often as you want. We can answer questions, review, or make updates to your plan anytime. 

A man and woman dressed in blue business suits posing together in front of a plain white wall. The man is seated on a wooden stool, smiling, with one hand on his knee and the other resting on the woman's shoulder, who stands beside him, smiling. The woman has her hand on the man's shoulder.

24/7 Support

Questions about a big purchase? Just need a second opinion? We’re always just a call away.

GET STARTED

Take the Scenic Route through Retirement with Guidance

Reach out to our team to schedule a no-commitment, 15-minute consultation.

The Primary Financial Advisors Blog

Resources to help you manage your finances in the boardroom and out of it.

Featured
What to Expect from a Financial Advisor in the First 30 Days
What to Expect from a Financial Advisor in the First 30 Days

Starting a relationship with a financial advisor is somewhat like dating— you should find someone whose personality, approach, and communication style resonates with you.

When you think you’ve finally found that special professional, here’s what you can typically expect in the first 30 days…and beyond.

Is Your Financial Advisor Still the Right Fit? 8 Signs to Watch For.
Is Your Financial Advisor Still the Right Fit? 8 Signs to Watch For.

Is your financial advisor still the right fit? Learn how to identify if your relationship has gone stale.

8 Signs You Need a Personal CFO
8 Signs You Need a Personal CFO

You wouldn't run a company without a CFO, right? Here are 8 signs it might be time to delegate your financial management to a Personal CFO.