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
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here are six flags that may make your tax return prime for an IRS audit.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Try these activities to keep your brain sharp.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investors seeking world investments can choose between global and international funds. What's the difference?
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
An amusing and whimsical look at behavioral finance best practices for investors.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Check out this video to begin separating fact from fiction.
What is your plan for health care during retirement?