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Education Planninng

Notebook to-do list on a wood desk with a black Bamboo pen: Wake up, make coffee, drink coffee, make more coffee; three boxes checked

Notebook to-do list on a wood desk with a black Bamboo pen: Wake up, make coffee, drink coffee, make more coffee; three boxes checked

How Using Simple Lists Can Help You Set Better Financial Goals

Many people set financial goals without fully understanding what matters most to them. Learn how a simple goal-setting exercise using a master list can help clarify priorities, improve financial decisions, and create a more meaningful financial plan.

Financial Wellness

Jeff Schlotterbeck, CFP®

Laptop with stickers on a wooden desk next to an open notebook filled with handwritten diagrams and notes, with a pencil resting across the page.

Laptop with stickers on a wooden desk next to an open notebook filled with handwritten diagrams and notes, with a pencil resting across the page.

Why 529 Plans Deserve Another Look

529 plans have become more flexible in recent years. Learn what’s changed and why they may deserve another look for education and long-term planning.

Education Planninng

Jeff Schlotterbeck, CFP®

At Water Street Wealth, your financial journey is my top priority. As a fee-only fiduciary, I simplify complex financial planning for busy families and individuals, providing personalized strategies that help you plan with confidence, invest wisely, and secure your future.

With a holistic approach to financial management, I guide you through every step including retirement planning, tax strategies, wealth management, and more—so you can focus on what matters most with clarity and peace of mind.

Client Meeting Locations

Mailing Address

12191 W. Linebaugh Avenue

Suite 611

Tampa Florida 33626

Office Evolution

5401 W. Kennedy Boulevard

Suite 100

Tampa Florida 33609

Signature Workspace Wiregrass

28210 Paseo Drive

Suite 190

Wesley Chapel Florida 33543

Station House

260 1st Avenue South

St. Petersburg Florida 33701

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Farther Finance Advisors, LLC is an SEC-registered Investment Advisor. The material presented is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy, or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results.

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Water Street Wealth Management is not affiliated, associated, or endorsed by Strategic Property Partners LLC or Water Street Tampa

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