Jerrold E. Slutzky, J.D., CFP®, President
Welcome to the Tampa Bay Wealth Advisory Services website. We are a Tampa Florida based provider of professional wealth advisory services including: tax management, investment management, retirement strategies, estate conservation and we offer insurance and annuity products.
We have a wealth of information and resources available to you in the form of newsletter articles, calculators, and research reports, as well as a link to your accounts via eMoney Advisor.
We’re here to help educate you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Jerrold E. Slutzky, J.D., CFP®
President
Investment Advisor Representative
LPL Financial
Newsletters
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Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
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Strategies for Taking RMDs
This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
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HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?
This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.