Comprehensive Financial and Investment Planning

At Sullivan and Schlieman we take a holistic approach to all client relationships, incorporating financial needs with goals and dreams. The collaboration begins with discovery, listening to the needs of the client to develop a personal financial plan. We then develop strategies to deliver tailored solutions to put that plan into action.

Wealth Management

We work to enhance the income, growth and tax favored treatment of long-term investors. By using our experience in estate planning, risk management, and our affiliations with tax and legal specialists, we effectively manage the diverse holdings of high net worth clients.

Estate and Tax Planning

In today’s complex estate planning environment, it is critical that affluent individuals be offered advice tailored to their specific needs. We can provide expert advice on tax-efficient wealth transfers, consistent with the client’s personal values and goals. These strategies might include, but are not limited to the following:

• Integrating estate plans with tax, investment, business and insurance planning
• Developing plans to manage issues associated with a sizeable inheritance
• Making provisions for charitable bequests
• Determining how to provide for future generations
• Utilizing tax-efficient strategies to transfer wealth

Working together, we can help create a legacy that provides for the client’s family and projects the client’s values and vision across future generations.

Risk Management and Insurance Planning

Many outcomes in life cannot be forecasted exactly. Through our risk management and insurance planning strategies, we help the client take measures to reduce the risk of loss of personal assets and future income.