Bill Drexler, CFP®
Bill Drexler has been in the Financial Industry for over 5 years. Bill holds the philosophy that proper financial education and partnership toward financial success can alleviate many stresses and uncertainty, allowing us to focus on family, career and friends. He has taken a personalized approach to forming multigenerational relationships with his clients.
Bill's focus and passion are two fold: 1) Helping young families get off to a a great start by ensuring they have the proper knowledge and tools to protect their family in the short term, and ensure continued success throughout their careers and into retirement; 2) Specializing in serving people who are newly retired or nearing retirement, navigating the decisions regarding 401k rollovers, Social Security, Medicare, etc., and developing strategies to make assets and income last for perhaps 20, 30 or even 40 years.
When he's not working, Bill enjoys spending time with his dog Max and other family, going to the beach and playing guitar, along with volunteering in the Local Brevard County community. Bill's motto is "Personal Freedom through Financial Success."