Sullivan Financial Group, Inc.
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Sullivan Financial Group, Inc.

Links and Info

Below you will find links to different documents that can help you with your accounts.  We have also
added external links to important documents which can help you in your planning.

Account links and helps:

  • NetXInvestor Online Enrollment
    • ​Instructions to online enrollment
  • ​2019 Tax Reference
  • Sullivan Financial Group - Fact Finder​

State of Montana important forms:

  • Montana Power of Attorney - University of Montana
    • ​POA Information - MSU MontGuide
  • Montana Homestead Exemption Form
    • Homestead Exemption Information - MSU MontGuide
  • ​Wills - MSU MontGuide
  • What Are Your Rights Over Your Remains? - MSU MontGuide
  • Designating Beneficiaries through Contractual Arrangements - MSU MontGuide
  • Long-Term Care Partnership Insurance in Montana - MSU MontGuide
  • Using a Bypass Trust to Provide for Children from Remarried, Step and Blended Families - MSU MontGuide
  • Montana Common Law Marriage & Estate Planning - MSU MontGuide
  • Montana Medical Care Savings Accounts (MSAs) - MSU MontGuide

Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)

Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction.

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in CA,DC,ID,KS,MD,MN,MT,NV,SC,WA.

We are registered to sell Securities in AL,AZ,CA,CO,DC,FL,HI,ID,IL,KS,MA,MD,MN,MO,MT,NC,NE,NV,OR,SC,TX,UT,VA,WA,WI,WY.

Sullivan Financial Group is not a subsidiary of nor controlled by Voya Financial Advisors.

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