top of page
Do any of these sound familiar?

You're near retirement and don't want to run out of money

 

You need to figure out when you can retire, how much you can live on, and how to manage your investments.  The idea of creating a retirement paycheck is quite appealing.
​
You're compensated with stock or stock options
​
...and need help with tax planning as well as financial planning.
​
You're facing a major life transition...
​
Perhaps your spouse has recently passed away, or you're receiving an inheritance or large gift from your family.
​
We work best with clients who:
AdobeStock_242002054.jpeg
AdobeStock_242002054.jpeg

VALUE FEELING REASONABLY ORGANIZED AND EFFICIENT

AdobeStock_189319148.jpeg
AdobeStock_189319148.jpeg

MAKE OR SAVE MONEY AS A RESULT OF OUR RELATIONSHIP

AdobeStock_106130259.jpeg
AdobeStock_106130259.jpeg

UNDERSTAND THE VALUE OF FEELING AND EXPRESSING APPRECIATION FOR ALL THEY HAVE

Call or email us.
We'd love the opportunity to connect.

The first thing we do when you contact us is simply find out a little bit more about you and the issues that you're facing. If it makes sense to talk further, then we set up an appointment to get to know one another. While we’ll ask you to about your finances, all of our conversations and your information is private and confidential.

​

We are fee-only financial planners located in Chicago.   We serve Chicagoland and the nation through in-person meetings in our Chicago office as well as virtually with video conferencing and secure file transfer.

Sullivan Mermel, Inc.

3744 N. Southport Unit G

Chicago, IL 60613

​

Email: b@sullivanmermel.com
Ph: 773-404-9344
Fax: 773-327-1461
  • YouTube
  • Black LinkedIn Icon

© 2025 Bridget Sullivan Mermel

bottom of page