FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Your Financial Partners Simplifying the Complex Tax Reduction Strategies

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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Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

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The Financial Literacy Crisis

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Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Estimate your monthly and annual income from various IRA types.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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There are some smart strategies that may help you pursue your investment objectives

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Investment tools and strategies that can enable you to pursue your retirement goals.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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$1 million in a diversified portfolio could help finance part of your retirement.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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If you died, what would happen to your email archives, social profiles and online accounts?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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