Andrew Sullivan, CFP®
Managing Partner and Senior 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.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Here are five facts about Social Security that are important to keep in mind.
An increasing number have been developed to help individuals with their personal finances.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Five phases to changing unhealthy behaviors.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The decision whether to buy or rent a home may have long-term implications.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
What are your options for investing in emerging markets?
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.