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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Helpful Content
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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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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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This calculator can help determine whether it makes sense to refinance your mortgage.
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Estimate how much income may be needed at retirement to maintain your standard of living.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Principles that can help create a portfolio designed to pursue investment goals.
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There are some smart strategies that may help you pursue your investment objectives
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