Fee-Only Financial Planner Located in Tampa, FL.
(Serving clients locally and across the country)
Schedule a Free Strategy Session
Our dynamic approach is Unusual, Comprehensive, Complete, and Built for you.
A distinctive approach, backed by our exceptional qualifications.
We weave expert retirement planning directly into our wealth management service.
We offer customized, non-proprietary solutions solely in our Clients’ best interest.
MEET YOUR ADVISOR
A message from the Founder.
"As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals.“
Jeff Schlotterbeck, CFP®
57 percent of investors have not set financial goals
67 percent of people have no financial plan.
77 percent of investors are making decisions on gut instinct.
20 percent of investors claim that their investment knowledge is very strong.
Expertise.com | Best Financial Advisors in Tampa Bay