Financial Planning Services

How we help our clients

In addition to their focus on honesty and trust, Drexel and Co. offers a comprehensive list of financial planning services. Whether you are looking to grow your wealth, save for retirement or plan for your business’s future, we have the expertise and resources to help you reach your financial goals. From investment advice to tax planning, we’re here to guide you every step of the way.

Wealth Planning

Protecting your wealth begins with understanding your current financial situation and goals. Drexel & Co. will work with you to develop an effective financial plan that focuses your unique needs and goals into consideration.

Investment Management

The success of your investments depends on knowledge. Drexel & Co.’s team of experienced financial planners will provide personalized guidance and support to help you make informed investment decisions for growth.

Retirement Planning

Now is the best time to start planning for your retirement. By working with Drexel & Co., you can set aside money and make smart investment decisions to ensure a secure financial future.

Risk Management

Drexel & Co. will help you identify and plan for potential threats and their impacts to your wealth, developing a strategy to minimize impact while continuing to maintain the momentum of your investment strategy.

Asset Protection

Drexel & Co. will show you the best ways to protect your assets from loss or damage, including insurance, security, and legal strategies.

Tax Strategies

Drexel & Co. will analyze your financial situation and identify tax-saving opportunities to reduce your tax burden and ensure your compliance with tax laws.

Estate Planning

Our experienced planners will take into account several factors, including taxes and beneficiaries, to make sure your assets are distributed as per your preferences while minimizing the impact of taxes and other costs..content

Charitable Gift Planning

Drexel & Co. provides personalized advice for individuals and families looking to make a significant impact through charitable giving. This includes developing a comprehensive giving strategy, identifying potential charitable organizations, and recommending tax-efficient giving methods.

Cash Flow Planning

To make sure you have cash when you need it, we will work with you to project future cash inflows and outflows, monitor current spending patterns, and making adjustments to ensure that you are able to meet your financial goals.

Business Succession Planning

By provide guidance and support for the transition of ownership and management of your business from one generation to the next, Drexel and Co. will help ensure the business continues to operate successfully and provide for the financial security of you and your family.

Business Value Acceleration

To make sure your business remains attractive to investors and potential buyers, Drexel and Co. will develop growth strategies to increase profitability and enhance the business’s overall value proposition.

Business Retirement Plans

Drexel and Co. will help you choose and manage the best retirement plan for your employees. Whether a 401(k) plan or a SEP (Simplified Employee Pensions), we can guide you to the best solution for your business.

“Honesty is the foundation of all success, in business,in the home, in every department of human life.”

B.C. Forbes

Having an honest, trusted, and knowledgeable advisor who can help you make smart decisions and create a path to your financial goals is the best way to secure your future and the future of those you care about.