Financial Services

Financial Services

 

• Financial Planning

Paul Drescher can evaluate your savings, spending, and investment program and help you plan for a secure future.  The first step in the financial planning process is to gather information about you, your circumstances, needs, and goals.  Paul offers a free initial consultation in order to get acquainted with you and determine if we would like to work together. 

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Tax Assistance

• Tax Assistance

No one likes to pay tax, yet many people fail to use tax breaks that the law provides.  And worse, some people pay unnecessary tax following the faulty advice of their financial advisors!  Before you make a big tax mistake, let Paul review your retirement, stock option, real estate, or other financial activities.  You’ll be glad you did.

Retirement Planning

• Retirement Planning

With increasing life expectancies, many people will be actively “retired” for 25 years or more! Paul can help you accumulate retirement assets, and increase the cash flow from your investment portfolio when in retirement.

 

 Estate Planning

• Estate Planning

Estate tax laws are changing.  As an estate planning paralegal working with estate planning attorneys, Paul can help you navigate the estate planning maze to accomplish all of your legacy goals.

 

Securities and advisory services offered through Foothill Securities, Inc.- Member FINRA, SIPC - 150 East Dana, Mountain View, CA 94041 -(650) 625-9701 - Foothill Securities, Inc. - Privacy Statement - Business Continuity Plan - PBD ADV Part IIPBD ADV Schedule F - Foothill Securities ADV Part II - Foothill Securities ADV Schedule F. Paul Drescher is licensed to solicit and sell life insurance and annuities in the following states only: CA, NM. We are not able to discuss or sell life insurance or annuities to individuals or entities outside of these states. Paul Drescher is registered and licensed to sell securities in the following states only: CA, CO, NC, NM, FL.  Other state registrations may be added in the future. www.finra.org, www.sipc.org