Description:
My job is to assist people who have difficulty managing their finances while planning for retirement. I help them achieve their desired liquidity, lifestyle, longevity, and legacy.
Service location:
Remotely
Service Reviews
5.0
3 reviews
AM
Anthony M.
Drew possesses a remarkable level of expertise and pays keen attention to the requirements of his customers.
May 8, 2022
JA
Jacob A.
Drew assisted me when I was commencing my new enterprise, offering me the necessary guidance to make sound financial choices. Drew proved highly effective in turning around work rapidly and being responsive to any inquiries I had. Initially, I hesitated to trust anyone with this kind of responsibility, but Drew's credentials convinced me that he was the right choice for me, and he definitely lived up to expectations throughout the process.
April 29, 2022