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Bill Drexler, CFP® ChFC®

Retirement and Legacy

Wellness Planning - Leaving a Blessing

Do You Need Help with Advanced Financial Planning?

Tax Planning

Estate Planning

Retirement Income Planning

Philanthropic Planning

Generational Wealth

Subscription-Based Financial Planning

Financial Plans are as Unique as You!  ✨ Let's design a strategy that fits!

Educational Resources

4 surprising facts about retirement

▪️Retirement could last longer than you think. The current life expectancy is nearly 76.

▪️Social Security falls short. For 2023, the average Social Security benefit for retired workers is expected to be $21,924 per year.

▪️Medicare won’t cover assisted living.

▪️Rising taxes could impact your retirment savings.


"Wealth is not his that has it, but his that enjoys it."

-Benjamin Franklin