The Lloyd-O’Sullivan Wealth Management Team
Kenneth Lloyd and Brian O’Sullivan have managed a robust Financial Planning Practice that dates back to 1992 and benefits from over 50 years of combined experience. Ken and Brian have been working together in their private office space located at 234 Copeland Street, Quincy, MA since 2008. Their teaming arrangement, established in 2019, enhances their expertise, client service experience, and continuity for the best interests of their clients in the future.
The Lloyd-O’Sullivan Wealth Management Team has built a significant Life, Disability Income and Long-Term Care Insurance practice. They have a specialized focus helping small business owners succeed with management of 401k plans, Health Insurance, Voluntary benefits, Succession Planning, Key Person protection and Buy-Sell strategies.
In addition to their excellent support staff locally, the Team has access to the resources within the corporate office of Commonwealth Financial Group (CFG). CFG is a full-service financial firm that has been established in New England for over 70 years. The main office is located within the Financial District in Boston and has multiple offices around New England.
The Team’s ‘Concierge’ Model of Planning Includes the Use of:
Design Team
A group of licensed professionals working collaboratively with our office to brainstorm and design a financial strategy customized to meet the needs of you, your family or your business.
Shared-Service Team
A back-office support system to ensure follow up on all paperwork is completed as quickly and accurately as possible.
Estate and Advanced Planning Attorneys
Access to Business and Estate Planning expertise, document review and ‘White Paper’ summary of suggested updates for review by your attorney.
Wealth and Risk Management
Well-constructed, custom designed solutions to your Wealth portfolios and Insurance needs.
The Lloyd-O’Sullivan Wealth Management Team
Offers tiered Financial Planning Models to accommodate different needs for their individual and business clientele. The tiers include:
Situational Analysis
Targeted Needs and Recommendations
Foundational Analysis
Comprehensive Review of Financial Profile
Ongoing Financial Planning
Annual, Fee-Based Concierge Service with Ongoing Review of Total Financial Planning Needs