Anne Sullivan | Financial Representative | FaithLife Financial

Financial Representative

Anne Sullivan

I am very pleased to be working at an organization with such a great a purpose to help people be wise with their money and give back along the way.

The mission, vision and values of FaithLife Financial is how I try to live each day and I joined the team because we share the same Christian values. I am committed to faith, family and finances and it is always my goal to be what I like to call, “professionally real” – speaking from the heart with genuine concern to help my clients with protecting their financial futures. I know that everyone has a story and I am passionate about helping my clients to write theirs.

My first career was in nursing, where I learned to be compassionate and caring. I have transferred these skills to my career as a Financial Representative and I ask questions to learn more so that I can offer the best financial solutions for the clients I serve.

I am excited to be part of the FaithLife Financial family. It is a privilege for me to help people to protect what is most important…their loved ones. My motto is:  If you love someone, you need insurance.  If you owe money, you need insurance.

How We’ll Work Together

For every stage of life, being wise with money starts with a plan. Together, using the five financial principles to live by, I will help you protect your financial future and feel confident about your finances.

Based on your personal needs and preferences, we will work together using the following six- step process to help identify your financial goals and develop a plan to help you reach them.

  1. Understand your financial objectives and concerns.
  2. Personalize how we work together based on your needs and preferences.
  3. Gather your information to understand your current situation.
  4. Analyze your information to develop a personalized plan.
  5. Implement the desired strategies within your plan.
  6. Review progress towards your goals and make necessary adjustments.

As your Financial Representative, I will help you plan, protect and invest wisely so you can achieve your financial goals and give back along the way.

Products and Services

I offer insurance and investment solutions to protect your financial future.

  • Life Insurance
  • Education savings for your children or grandchildren
  • Critical Illness, Disability and Long-Term Care Insurance
  • Investments for your short and long-term goals
  • Savings and retirement income
  • Charitable giving options

Contact Me

Contact me today for a free financial review!

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