Bill Drexler, CFP®, ChFC®
My motto is “Personal Freedom through Financial Success,” and it forms the foundation of my service. I firmly believe that proper financial education and a dedicated financial partnership can alleviate many stresses and uncertainties, allowing us to focus on our families, careers, and friends. I hold both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant® (ChFC®) professional designations.
My process begins with a first appointment where we get to know each other and discuss your dreams and concerns for you and your family. If we decide that a partnership is suitable, we begin the discovery process and dig deep into your goals and the “whys” behind those goals. Finally, we formulate and execute a plan to accomplish those goals. I take a personalized approach to advising and form multigenerational relationships with my clients.
My focus is on the success of my clients. I specialize in serving people who are newly retired or nearing retirement, helping them navigate suitable investment and insurance decisions and developing strategies to make assets and income last for as long as is needed. I also help young families get off to a great start by ensuring they have the proper knowledge and tools to protect their families and maintain success throughout their careers and into retirement. I am passionate about helping families with special needs children and/or aging parents. Finally, a big part of my practice involves tax efficiency and charity/legacy planning.
Within the community, I am an active volunteer and serve on the boards of the Cocoa Beach Regional Chamber of Commerce and the Early Learning Coalition of Brevard. I also support Family Reach, a pro bono financial planning organization for cancer patients and their families. When I am not working, I enjoy spending time with my family and my dog, Max, going to the beach, playing sports and guitar.