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
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
To choose a plan, it’s important to ask yourself four key questions.
The federal government requires deceased individuals to file a final income tax return.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
What are your options for investing in emerging markets?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The decision whether to buy or rent a home may have long-term implications.