Sullivanandschlieman.com Website Review

Knowledge is power. It’s also the foundation for intelligent, well- considered decisions. Our team approach adds a broader perspective to all we do and provides increased benefits to our clients. We form lifelong partnerships with individuals and their families in order to deliver superior financial strategies through an experience We can help you create an approach that is designed to address your individual situation. 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.  Calculating your potential Social Security benefit is a three-step process. A special needs trust helps care for a special needs child when you’re gone. The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing. Purchasing homeowners insurance is critical for protecting your home. The care of special-needs children continues into their ad*lt years, and may survive the pas*ing of their parents. Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system. If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering. Diversification is an investment principle designed to manage risk, but it can't prevent against a loss. This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).