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Leann N. Sullivan, CFP®

TFC Financial Management, Inc.

30 Federal St
7th Flr
Boston, MA 02110
Phone: (617) 210-6723
Fax: (617) 210-6773

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Household Income Minimum: $0
Investable Asset Minimum: $2,000,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Retirement
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.