Why You Should Consider
Dresner Financial Planning
- Have you identified and prioritized your financial goals and know how you're going to achieve them?
- Do you feel in complete control of your financial situation?
- Do you know how much money you'll need to retire in the lifestyle you currently enjoy?
- Do you know if you're on target for reaching that amount?
- Are you sure you're not taking on more investment risk than you need to reach your goals?
- Do you know if you have enough insurance, and the right kind of insurance, to adequately protect you and your family from catastrophic financial risk?
- Do you know if you're paying too much in taxes?
- Do you know how to best structure your compensation package and accountable plan?
- Do you know the best way to save for your children's college education, and are you saving enough?
- Do you know how to Aliyah to Israel?
- Do you know if your assets are properly titled to ensure your spouse and family receives what you want them to have instead of letting the government decide?
- Do you have an advisor who truly understands your unique tax situation, someone who looks at your entire financial picture to coordinate all aspects of it, someone available to respond to all of your financial questions?
If you answered "no" to more than a few of these questions, then you should consider Dresner Financial Planning to help you answer "yes" to every question.
For more
information:
Laurence Dresner, ChFC
Dresner Financial Planning
734 Miller Ave.
Freeport, NY 11520
Dresner@clergyplanning.com
Financial Advisor to Clergy and Their Family