About
Meet Scott “Sully” Sullivan
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Scott Sullivan, CLU®, RICP®. Partner and Financial Planning Advisor.
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How I work
I help people who are close to retirement or already there think through how to turn what they’ve saved into income. I start by listening, because the right plan depends on you.
Pending firm review — Sully to supply three sentences in his own words on how he approaches retirement planning, for this section.
Background
In financial services since [YEAR].
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Designations
Chartered Life Underwriter® (CLU®) and Retirement Income Certified Professional® (RICP®).
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Outside the office
Pending firm review — Optional. One or two real details — family, hobbies, community — kept only if Sully wants them shared.
Contact
Laconia: 603-581-2629 | scott@bayptfin.com
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