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Couple relaxes in deck chairs, using laptops outside a cream RV. Bright, sunny day with potted flowers and wooden deck, creating a cozy vibe.

Couple relaxes in deck chairs, using laptops outside a cream RV. Bright, sunny day with potted flowers and wooden deck, creating a cozy vibe.

The Three Phases of Retirement: A More Flexible Way to Think About Retirement

Retirement rarely unfolds as one steady phase of life. Research shows it often moves through three distinct stages, each with different spending patterns, priorities, and financial considerations.

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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