Tax Strategies & Financial Services
SCHLAGER SCHLAGER & LEVIN
Schlager Schlager & Levin (SS&L) has been helping our clients in Southwest Florida for over 30 years, The financial planning process at SS&L integrates expertise from various disciplines, including investments advisory, tax planning, legal & insurance consultations. Advisors with particular knowledge and experience with these areas are consulted to analyze, develop and implement comprehensive plan designs for your unique personal circumstance. By taking a team approach to your financial planning, we attempt to insure that there is always someone ready to help you who fully understand your personal need and details of your long term plan.
At Schlager Schlager & Levin we provide independent and objective financial planning advice. Our allegiance is to our clients. We have an unyielding commitment to our client's financial goals and objectives. We will never lose sight of the basis and tenet that an uncompromising commitment to service, above all unquestionable ethics, is the one true path to success.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
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This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Estimate how much income may be needed at retirement to maintain your standard of living.
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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Use this calculator to estimate your capital gains tax.
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Learn more about taxes, tax-favored investing, and tax strategies.
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The importance of life insurance, how it works, and how much coverage you need.
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A presentation about managing money: using it, saving it, and even getting credit.
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Investment tools and strategies that can enable you to pursue your retirement goals.
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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
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The market is as unpredictable as the weather. We’d love to help you prepare.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.