Serving Santa Cruz Since 1982
With Paul Drescher, every client is a human being with unique needs and circumstances. Accomplishing a client?s financial objectives requires thoughtful investigation, planning, and execution. There is never a quick sell. With Paul Dreascher Financial Planning & Investments, you can expect no less than knowledgeable and effective advice responsible research and execution, and dedicated customer service.. COMPLETE FINANCIAL SERVICE
* Financial Planning
Paul Drescher can evaluate your savings,spending,and investment program and help you plan for a secure future.
* 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.
* 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.
* 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 al l of your legacy goals.