When clients choose Drummond Financial Solutions, they enter into a special relationship. We believe that every client is different, and deserves individualized care. Whether you are looking forward to retirement, saving for a child's education, or just want to feel more secure about your financial future, we provide well-designed portfolios that help reach your goals.
Not only do we create this custom-tailored portfolio, but we also provide on-going service once the plan has been implemented. The variables we take into consideration when meeting with a new client is their age, amount of assets, risk tolerances, and past investment experiences, among others.
Not only do we create this custom-tailored portfolio, but we also provide on-going service once the plan has been implemented. The variables we take into consideration when meeting with a new client is their age, amount of assets, risk tolerances, and past investment experiences, among others.
Services
Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As a financial professional, I am committed to helping people just like you create solutions for their retirement assets.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
At Drummond Financial Solutions, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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