DS Drelich U0026 Associates

our story d.s. drelich & associates· d. s. drelich and associates, inc. is an independent financial planning firm specializing in retirees, those transitioning into retirement and the transfer of wealth to their families. we understand that the planning process for a 65-year old retiree is different than planning for a working 35-year old. our focus is you although there are many common elements to retirement and estate planning, each client is unique and must be treated as such. our interview process enables us to work with you to identify your personal goals in a clear and concise way. informed clients are good clients after lifetime objectives and desires are identified, we begin our educational process to ensure you understand the myriad of investment options available to you. at this meeting we further develop your risk tolerance profile and begin to create a model encompassing your entire financial picture. in addition, various strategies are reviewed to guard against both probable and potential catastrophic events. tax mitigation, creditor and liability protection are reviewed as well. things change, we adapt experience indicates that the one thing in life that is constant is change. for that reason we schedule regular reviews with our clients. professional partners complete the picture our strategic alliances with area attorneys, bankers, cpa€™s and other professionals helps to insure that your plans are comprehensive and complete. we look forward to working with you in creating a lifetime of financial security. this information is designed to provide a general overview with regard to the subject matter covered and is not state specific. the authors, publisher and host are not providing legal, accounting or specific advice to your situtation. securities and advisory services offered through client one securities, llc member finra/sipc and an investment advisor d.s. drelich & associates and client one securities, llc are not affiliated

Rechercher des adresses e-mail

Essayez-le rapidement avec tomba.io. tomba.io.

Rechercher des adresses e-mail dans une listeCommencez avec Google