Retirement Planning & Wealth Management

Most people approaching retirement share the same worries, not the numbers, but the uncertainty behind them. At D.S. Drelich & Associates, we help you replace that uncertainty with a clear, confident plan.

We work with individuals and families across Florida and Oklahoma on:

• Growing and protecting your assets in a tax-efficient way
• Creating reliable retirement income streams designed to last a lifetime
• Managing investments aligned with your goals and risk tolerance
• Developing an insurance strategy that protects what you've built
• Planning a legacy that honors your values and provides for those you love

We serve clients in Jacksonville, St. Augustine, and throughout Northeast Florida; in Bristow and Tulsa, Oklahoma; and nationwide.

Schedule your no-cost consultation today!

Questions Every Pre-Retiree Deserves Answers To

Are you asking yourself any of these?

Have I saved enough to retire comfortably and stay retired?

Will my money last as long as I do?

Am I taking full advantage of Social Security?

Are my investments properly diversified for my stage of life?

What happens to my assets when I'm gone?

Am I paying too much in taxes on my retirement income?

If any of these feel familiar, you’re not alone. Our retirement advisors have helped hundreds of families across Florida and Oklahoma answer these exact questions and build plans that support deeper, more confident retirement living.

Capitalize on Our Experience

D.S. Drelich & Associates offers all-encompassing financial services for our clients. After three decades serving people just like you, our reputation was built on exceptional customer service and satisfaction. When our clients feel confident in their financial stability, we know we have done our job well.

Your Goals Deserve Our Services

We specialize in five main services areas designed for financial growth, preservation and sustainability.

Investment Management

Professionally managed portfolios aligned to your goals and risk profile

Financial Planning

A comprehensive roadmap covering income, debt, taxes, and long-term wealth

Retirement Income Planning

Strategies to create reliable, lasting income from your 401(k), IRA, Social Security, and more

Insurance Strategies

Long-term care, annuities, and life insurance to protect your retirement years

Legacy Planning

Estate planning, wills, trusts, and beneficiary guidance to preserve your financial legacy

All Services

Planning solutions designed to help you grow, protect, and manage your wealth through every stage of life

Take the First Step with Us

Getting started is simple. Schedule your complimentary consultation so we can get to know you. If we are a good fit for your needs, we will work through the steps of identifying and putting a plan in place to meet your goals.

Schedule

Let’s get to know each other at a complimentary consultation.

Strategize

We will discuss recommended strategies based on your goals.

Implement

Together, we will take action to meet your goals.

Review

We will have yearly reviews and adjust your plan as needed.

5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster

Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.