Although there are many common elements to retirement and estate planning, each client is unique and must be treated as such. Our special interview process enables us to work with you to help identify your personal goals and objectives in a clear and concise way.
After lifetime objectives and desires are identified, we begin our educational process to help ensure you thoroughly understand the myriad of investment options available to you. At this meeting we further develop your risk tolerance profile and begin to create an appropriate allocation model encompassing your entire financial picture. In addition, various protection strategies are reviewed to guard against both probable and potential catastrophic event.
Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.
A good defense is the best offense. Let D.S. Drelich & Associates surround you and your family with our leading insurance policies.