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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
An increasing number have been developed to help individuals with their personal finances.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
For some, the social impact of investing is just as important as the return, perhaps more important.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Do you have causes that you want to support with donations? Here are three tips.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, cracking the code on bonds.