SCHLAGER SCHLAGER & LEVIN is now INDEPENDENT INVESTMENT ADVISORS, LLC
We are thrilled to announce the launch of our new brand! We are looking forward to this new chapter as Independent Investment Advisors as we continue collaborating with you to reach your personal and financial goals. Please give us a call should you have any questions.
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
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Learn about the rise of Impact Investing and how it may benefit you.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
These food myths will really put a drain on your wallet.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
Using smart management to get more of what you want and free up assets to invest.
It's easy to let investments accumulate like old receipts in a junk drawer.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Learn about the importance of having an estate strategy in this helpful and informative video.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, cracking the code on bonds.