Andrew Sullivan, CFP®
Managing Partner and Wealth Advisor
Office: (678) 867-0500
5755 North Point Parkway, Suite 207
Alpharetta, GA 30022
Josh Schlieman, CFP®
Partner and Wealth Advisor
641 Spring Street SE
Gainesville, GA 30501
Sullivan and Schlieman Wealth Management, LLC is a comprehensive wealth planning firm established to serve affluent individuals and their families in an effort to plan for and achieve their financial goals. With a combined total of over 150 years of industry experience, we have the expertise to develop a plan that is specific to your needs.
With the help of a committed staff, Andrew and Josh earn their clients’ trust through hard work, open and honest discussion, and their team’s collaborative effort to exceed client expectations. As a result of earning their clients’ trust, the team at SSWM has established client relationships that are multi-generational, lasting over 20 years.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
In the face of divorce, making changes to insurance coverage may be overlooked.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Tax preparation may be the perfect time to give the household budget a check-up.
There are common mistakes you can avoid when saving for retirement.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
It's easy to let investments accumulate like old receipts in a junk drawer.
A bucket plan can help you be better prepared for a comfortable retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
Women must be ready to spend, on average, more years in retirement than men.
What does your home really cost?