Jeffrey Schlotterbeck (CFP®)

Jeffrey Schlotterbeck focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Divorce Planning
  • Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

Planning is the foundation for achieving a long-term vision. A comprehensive financial plan is a blueprint for the future and our goal is to help clients navigate risks and seize opportunities towards financial independence. The investments are important but we also consider:

  • Retirement Planning
  • 401k and Pension Analysis
  • Stock Options and Company Benefits
  • College Planning
  • Estate Planning
  • Tax Planning
  • Cash-flow Management
  • Risk Management

We help clients define goals using the five elements of S.M.A.R.T. planning.

            S-Specific

            M-Measurable

            A-Attainable

            R-Relevant

            T-Time Based

These elements outline how much is needed, provides a deadline, and spells out the roadmap for success. As a client’s life changes, so will their plan. Our goal is to actively monitor, evaluate, and adjust keeping you on track for success.

Additional Information

I am a fee-only advisor, which means I don't sell financial products. I'm not in this business for commission. Rather my fiduciary duty is to help you find the most suitable solutions for your unique financial plan. As the Founder and Senior Wealth Advisor for Water Street. I work directly with individuals, families, and businesses to address all aspects of their financial landscape.

Prior to forming Water Street Wealth Management, I spent nearly 15 years working with two major financial service companies in Tampa Bay. Most recently, I served as a Senior Financial Consultant overseeing $500 million of high net worth client relationships, helping them with all aspects of their financial life.

I focus on client education, communication, and strategic investment portfolio guidance. I have always ascribed to a holistic methodology, incorporating financial planning, tax planning, investment management, and estate planning into one seamless relationship.

Throughout my career, I have been recognized with multiple accolades and I am proud of my accomplishments in developing strong client relationships and satisfaction. I am an alumnus of the University of South Florida where I majored in Marketing and Finance. I am also a CERTIFIED FINANCIAL PLANNER™ practitioner and I subscribes to the ethical requirements as set forth by the Certified Financial Planner Board of Standards.

I am an active supporter of Junior Achievement in the Tampa Bay Area. When I am not perfecting financial plans, you can find me spending time with my wife Darcy and son Caden. We enjoy traveling, snow skiing, and spending most of our weekends at the beach or ball field. I am an avid golfer and BBQ Big Green Egg fanatic. I am constantly trying to perfect my golf swing and my brisket recipe, both of which are a never-ending battle.

 

NAPFA Start Date

June 10, 2020

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This Office

12157 W Linebaugh Ave # 271 Tampa, FL 33626-1732 Phone: (813) 484-7877