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

Our Services

We offer investment products and services from a vast array of insurance companies and investment firms and they are at your fingertips when you choose to partner with our advisors.

We invite you to use our many services to help you plan for your financial objectives and personal dreams.

SOME OF THE SERVICES WE OFFER:

  • Investment Advisory Services: Investment Advisory Services include Financial Planning, Investment Management, Separately Managed Account Programs, and Mutual Fund/Variable Annuity Advisory Programs.

  • Tax Planning: Your tax return is a tool to assist us in providing investment and tax advice. We can prepare your tax return and provide strategic reviews to find and identify the potential tax savings opportunities in your return, or we can work with your accountant.

  • Insurance Planning: A variety of rated insurance products including:

    • Life Insurance: Permanent, Term, Combination and Variable Policies.

    • Annuities: Annuity products to choose from including Fixed and Variable.

    • Long-Term Care Insurance: Comprehensive long-term care insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities. Long-term care protection can also be combined with life insurance and annuities for greater efficiency when suitable.

    • Disability Insurance: Market-leading disability insurance products covering total or partial disability for professionals, business executives, small business owners and individuals.

  • Retirement Planning: We will help you navigate through the many options available and assist with money allocation strategies during the pre-retirement funding phase to help you enjoy the lifestyle you wish in retirement.

All of these services are provided to you under one roof. Now that is comprehensive. We welcome the opportunity to discuss how SCHLAGER SCHLAGER & LEVIN can help you create a comprehensive strategy based on your individual goals and needs. Call Today…239-333-0490