Fee-only financial planning serving clients in the greater Chicago area and nationwide.
I’m Bridget Sullivan Mermel. I started my fee-only financial planning firm because I saw that so many people wanted a financial planner but instead were getting self-interested salespeople and investment advisors with questionable value.
At Sullivan Mermel, Inc., we are Certified Financial Planners® as well as CPAs. We offer comprehensive financial planning that includes retirement planning, investment management, tax planning, tax preparation, insurance analysis, and estate planning review. And because we don’t accept commissions or kickbacks, you can be sure that our advice is serving your money needs, not our own.
When you think about your financial planning, do you:
• Know you would feel relieved if you knew you wouldn’t run out of money during retirement?
• Feel skeptical because so many advisors are hiding their true agenda?
• Wonder if you’re doing everything you should be doing with your money?
• Feel certain you’d feel better if you knew your finances were organized and understandable?
• Suspect big goals are within your reach with the right time and attention?
You’ve arrived at the right place. We’re here to help. To explore how, check out:
Is what we offer what you need?
The highest standard of care in the industry.
How we work together.
A lot of people are confused; what’s the difference between Fee-only and Fee-based? Turns out, the difference is substantial. I write about my experience with fee-only and fee-based looking for my own advisor.
Thanks to Realtor.com for quoting me in this article:
Should You Sell Home When You Retire?
I love writing about financial planning on Money.com. Here are some of my latest contributions:
Financial Planning is about credit cards too. Here I take a Deep Dive into Credit Cards.
How do you bring up estate plans with your loved ones? This article offers some ideas. Draft Brett Favre to Talk About End-of-Life Plans
Socially responsible investing, or SRI, is something that many of my clients are interested in. Even for those that aren’t, this article helps with how to maximize the giving afterglow. Give Money, Feel Happy.
This one went viral:
What I Tell Clients Who Want to Buy Gold
While you’re at it, sign up for the e-zine, More Money Less Angst and get a Free Report: 7 Keys to Financial Independence.
Take the next step. See Is This You?
Fee-only Financial Planner in Chicago, Illinois | 773-404-9344