Dreggors Rigsby & Teal

DRT Financial Advisors (DRT) understands the complexities of managing personal and business finances in today's ever-changing world. That's why we are committed to simplifying your financial life by providing comprehensive tax, accounting, and financial planning services through a single firm of dedicated Certified Public Accountants (CPAs) and Certified Financial Planners (CFPs). We believe in building lasting relationships with our clients, delivering personalized guidance, and empowering them to make informed financial decisions that align with their unique goals and aspirations.

A Holistic Approach to Financial Wellness

We recognize that financial matters are interconnected. Spreading your financial services across multiple institutions often results in fragmented advice and an incomplete picture of your overall financial health. DRT takes a holistic approach, integrating tax strategies, accounting expertise, and financial planning to create a seamless and comprehensive solution tailored to your individual needs.

Transparency and Trust

Building trust is at the core of everything we do. We believe in clear communication, transparent fee structures, and a genuine desire to understand your financial circumstances and objectives. We're not here to engage in aggressive sales tactics or use confusing jargon. Instead, we strive to be your trusted advisors, providing unbiased counsel and empowering you to make confident decisions about your financial future.

Our Team: Your Partners in Success

At DRT, our team of experienced CPAs and CFPs is dedicated to providing exceptional service and personalized attention. We pride ourselves on our commitment to ongoing education and staying abreast of the latest industry trends and regulations to ensure we provide you with the most up-to-date and relevant advice.

Financial Planning Services Designed for You

DRT offers a comprehensive range of financial planning services, including:

• Retirement Planning: Developing a tailored retirement plan to help you achieve your income goals and secure your financial future.
• Estate Planning: Working with you to create a comprehensive estate plan that ensures your assets are distributed according to your wishes and minimizes potential tax liabilities for your heirs.

• Investment Management: Providing guidance on developing a diversified investment portfolio aligned with your risk tolerance, investment horizon, and financial goals.

• Tax Planning and Preparation: Offering strategic tax advice and accurate tax preparation services to minimize your tax burden and ensure compliance with tax laws.

Our team will work closely with you to understand your financial circumstances, goals, and aspirations. Through personalized consultations and ongoing support, we will help you develop a solid financial plan that empowers you to make the most of your hard-earned money.

Commitment to Fulfilling Your Financial Needs

We understand that navigating the complexities of the financial industry can be overwhelming. That's why DRT is dedicated to providing a supportive and transparent environment where you can ask questions, gain clarity, and feel confident about your financial decisions. We believe that financial security and peace of mind are within reach, and we are here to guide you every step of the way.