DS Drelich & 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 ...