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WEALTH MANAGEMENT

Fee-Only Financial Advisor
Located in Tampa, FL.

(Serving clients locally and across the country)

Schedule a Free Strategy Session

(813) 484-7877

 

Financial Advisor

Planning

 

Comprehensive, personalized planning delivers a strategy tailored to your unique financial future.


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Financial Advisor

Investments

 

A personalized investment strategy, built on a foundation of expertise and a commitment to achieving your financial goals.


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Financial Advisor

Retirement

 

Retirement planning services designed to guide you toward financial independence, offering a clear path to a secure and fulfilling future.


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retirement planning

ENJOY Your Retirement Years

Offering customized, non-proprietary solutions solely in clients' best interest.

MEET YOUR ADVISOR


CEO Image

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®

Fun facts

Investors

57 percent of investors have not set financial goals

People

67 percent of people have no financial plan.

Gut Instincts

77 percent of investors are making decisions on gut instinct.

investment knowledge

20 percent of investors claim that their investment knowledge is very strong.

Expertise.com | Best Financial Advisors in Tampa Bay