Our Approach & Services
Our Approach
At Sullivan and Schlieman Wealth Management, LLC we are committed to establishing a sound financial plan for each client that exceeds client expectations. By building lifelong partnerships with clients and taking a holistic approach with each relationship, we are able to maintain a plan that will pursue their goals for the future. That process begins with the client: the needs and aspirations of each client are the driving force behind all of the recommendations that we make. Our success in each of our client relationships is measured not only by performance statistics but by the client’s attainment of life goals.
Every relationship begins with a comprehensive financial, estate, and income plan. Once a plan is established and agreed upon by all parties involved, we present recommendations that address the goals set out by the client. From there, we provide close management of the implemented strategies, coupled with consistent communication with the client.
Comprehensive Planning
The first step with a new client is discovery. Through this process, we learn as much as possible about the client, which includes not only current circumstances but also goals for the future.
Portfolio Construction & Management
One of the key topics that we discuss in the presentation of a financial plan is the construction and management of the client’s portfolio.
Consistent Communication
Communication is a key component to any good relationship. It is through communication that collaboration and cooperation occur. At Sullivan and Schlieman, we place great value on consistent communication with our client base.
Our Services
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 strategic partnerships 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 specialized 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.