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.Services We OfferMeet the TeamContact Us
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Six overlooked tax deductions to help manage your tax bill.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The decision whether to buy or rent a home may have long-term implications.
What is your plan for health care during retirement?
Taking your Social Security benefits at the right time may help maximize your benefit.