Jeff Schlotterbeck, CFP®

CERTIFIED FINANCIAL PLANNER™ Water Street Wealth at Farther is not affiliated, associated, or endorsed by Strategic Property Partners or Water Street Tampa.

[Jeff Schlotterbeck, CFP® @jeffthecfp]

What are your top 3 financial goals?

Research shows that many people change their priorities after reviewing a simple list of financial goals.

A small exercise can lead to greater clarity and better financial decisions.

Read more:
https://t.co/Ht4Oc4Nr1L

[Jeff Schlotterbeck, CFP® @jeffthecfp]

Five Star Friday ⭐⭐⭐⭐⭐

Grateful for another kind client review.

Helping people feel confident about their financial future and retirement is why I do what I do.

Thank you, Steve, for the trust and support!

#FiveStarFriday #FinancialPlanning #RetirementPlanning #CFP

[Jeff Schlotterbeck, CFP® @jeffthecfp]

Memorial Day is more than a long weekend.

We honor those who gave their lives in service to our country.

[Jeff Schlotterbeck, CFP® @jeffthecfp]

5-Star Friday ⭐️⭐️⭐️⭐️⭐️

Helping clients feel comfortable and confident with their financial decisions is always the goal. Grateful for the trust and kind words.

[Jeff Schlotterbeck, CFP® @jeffthecfp]

⭐️ Five Star Friday ⭐️

Grateful for the trust clients place in me to help simplify investments, plan for retirement, and create more confidence around the future.

[Jeff Schlotterbeck, CFP® @jeffthecfp]

Before you spring clean the garage…🧹

Clean up your finances.

Small adjustments today can create big clarity tomorrow.

Ready for a spring check-in? I’m here.

[Calvary Christian Baseball @Calvary_BB]

Warriors win Thursday Night!

@cadenbeck39 (W, 4.2 IP, 9 K’s)
@kylemuise9 (1.1 IP, K)
@NotzCooper (IP, SV, 2 K’s)

@JaseTraina (1-4, 2 RBI)
@JacksonHunter02 (1-3, 2 RBI, 2B, R)
@Wyatt_Gibson227 (1-3, R, SB)
@ChaseBrady_2027 (2-3, 2B, 2 R)

[Jeff Schlotterbeck, CFP® @jeffthecfp]

Testimonial Tuesday. Nothing means more than knowing clients feel supported and prepared for what’s ahead. Appreciate this thoughtful review.

[Jeff Schlotterbeck, CFP® @jeffthecfp]

You can be successful, disciplined, and still experience financial drag.

Success creates complexity.

At a certain level, the question isn’t “Am I saving enough?”
It’s “Are all my financial decisions coordinated?”

https://t.co/HVkcaKJd1E

[Jeff Schlotterbeck, CFP® @jeffthecfp]

Grateful for the trust and the kind words. Helping clients navigate retirement and tax planning with clarity.

[Jeff Schlotterbeck, CFP® @jeffthecfp]

Merry Christmas from my family to yours.
The best gifts aren’t under the tree but the moments we share with the people we love. Wishing my clients, friends, and community a joyful and peaceful holiday.

[Jeff Schlotterbeck, CFP® @jeffthecfp]

Your next move matters. Especially when planning retirement here in Tampa Bay. Take a look at the latest Visual Insights Newsletter and see the steps that help prevent regret later: https://t.co/8a9SoXYZg8

[Jeff Schlotterbeck, CFP® @jeffthecfp]

You can owe taxes on money you never received. It is called phantom income, and it shows up in many common investments. My new article explains what to look for and how to plan ahead.

Full post:
https://t.co/98sqHwEwt5

[Jeff Schlotterbeck, CFP® @jeffthecfp]

Retirement planning in Tampa Bay? Make sure you’re avoiding the common mistakes people wish they could take back. This month’s Visual Insights Newsletter: The Anti-Regret Playbook. Read here and subscribe: https://t.co/o5nFgl8M44

[Calvary Christian Baseball @Calvary_BB]

Congratulations to @cadenbeck39 his commitment to @SaintLeoBSB ! Proud day for Calvary Baseball! Talented player and a great teammate! Well deserved Caden! @SportsCalvary #WeAreWarriors @PrepBaseballFL @PerfectGameUSA @PG_Scouting

[Jeff Schlotterbeck, CFP® @jeffthecfp]

Fall is a natural time to pause and reflect.

✔️ Review your progress toward financial goals
✔️ Prep for year-end tax or retirement moves
✔️ Look ahead to next year

If you’d like to talk through where you stand, I’m here.

[Jeff Schlotterbeck, CFP® @jeffthecfp]

⭐ Five Star Friday ⭐

Grateful for clients like Stacey who trust me with their financial goals. Feedback like this keeps me motivated!

#FiveStarFriday #ClientFeedback

[Jeff Schlotterbeck, CFP® @jeffthecfp]

Last week the Fed made its first rate cut of the year. What does a Federal Reserve rate cut mean for debt, mortgages, and investments?

I explain in my latest blog: https://t.co/V1igWZaJ3h

[Jeff Schlotterbeck, CFP® @jeffthecfp]

Happy Labor Day!

Today is a time to honor the dedication and effort that shape our lives, families, and communities.

As you enjoy the holiday, I encourage you to reflect: What accomplishment are you most proud of this year?

[Jeff Schlotterbeck, CFP® @jeffthecfp]

Vanguard research shows the value of financial advice can add about 3% in net returns.

It’s not about stock picks—it’s about discipline, costs, coaching, and strategy.

Read more: https://t.co/wjNkIaoiei