At Michael Drews and Company, the reasons for us becoming financial professionals are deeply personal. Repeatedly we have witnessed many friends, family, and community members struggle to find the help they need to map out their financial future. We sought to become a financial firm that not only could be trusted but that looked at a client's entire financial picture. Since we have deep tax roots we are able to approach our financial advice with a holistic viewpoint. We incorporate tax-smart strategies to develop a complete financial plan. After years in the business, we have developed a process to educate clients in an easy-to-understand process so that you have better insights into your personal finances and can use those concepts to pursue your financial objectives.
At Michael Drews and Company, we take a team approach to financial and tax planning. This allows us to serve clients who have a wide variety of needs and complex financial issues. With our diverse and knowledgeable staff we can see each client and their needs from several different vantage points to create a customized robust plan.
We are proactive in helping you develop a tax-smart strategy to address your financial goals and objectives. We learn about your lifestyle and the things that are important to you so our recommendations are tailored to your unique needs. We have faith in our team, process, and knowledge that we can put you on the right financial path.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial and tax services. We are able to address the needs you have in the short-term while planning and preparing for your future. We look forward to working with you.