Schlager, Schlager, & Levin

Our Service's

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’ll prepare your tax return and provide strategic reviews to find and identify the potential tax savings opportunities in your return.
Insurance Planning: High quality, competitively priced life insurance products including:
- 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 lifesttyle you wish in retirement.
Estate Planning: Transferring wealth can be complicated. We will help you with the wealth transfer process including preparing you to meet with your Estate Planning attorney to be sure legal and finance issues and products are coordinated with respect to titling and beneficiary designations.

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 investment strategy

based on your individual goals and needs.

Call Today…239-333-0490

Contact Info

12525 New Brittany Blvd.
Fort Myers, FL 33907
Map and Directions

Phone: 239-333-0490
Fax: 239-333-0497

info@ssladvisors.com

Additional Pages

SCHLAGER SCHLAGER & LEVIN (SS&L) provides tax advice and tax preparation. Securities offered through JW Cole Financial, Inc., (JWC) , Member FINRA/SIPC. Advisory services offered by Jonathan Roberts Advisory Group (JRAG). JWC/JRAG and SS&L not affiliated are not affiliated.

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with SS&L are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.