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
-
Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
-
Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
-
Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Calculators
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Lease Payment
How much would your monthly lease payment be?
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?