Welcome to fee-only
financial planning
Serving clients in the greater Chicago area and nationwide.
When you think of financial planning, do you:
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Know you would feel relieved if you knew you wouldn’t run out of money during retirement?
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Feel skeptical because so many advisors are hiding their true agenda?
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Wonder if you’re doing everything you should be doing with your money?
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Feel certain you’d feel better if you knew your finances were organized and understandable?
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Suspect big goals are within your reach with the right time and attention?
You've arrived at the right place.
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 were getting self-interested salespeople and investment advisors with questionable value.
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At Sullivan Mermel, Inc., we offer comprehensive financial planning that includes retirement planning, investment management, tax planning, tax preparation, insurance analysis, and estate planning review. Our team includes Certified Financial Planners™ (CFPs®) as well as a CPA. And because we don’t accept commissions or kickbacks, you can be sure that our advice is serving your money needs, not our own.
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