D.S. Drelich & Associates

A financial advising firm serving Jacksonville and Northeast Florida. D.S. Drelich & Associates works with individuals, families, and retirees on financial planning, retirement income strategies, investment management, and legacy planning. Its services include portfolios aligned with clients' goals and risk profiles, financial roadmaps covering income, debt, taxes, and long-term wealth, and strategies for income from retirement accounts and Social Security. The firm also offers insurance strategies involving long-term care, annuities, and life insurance, along with estate planning, wills, trusts, and beneficiary guidance. It serves clients in Florida and Oklahoma, as well as nationwide. Planning is available for people at different stages of retirement preparation, with an initial complimentary consultation to discuss goals and determine next steps.