Designing a complete tax-smart financial plan
Our Mission: Guiding You Towards Financial Security
Michael Drews and Company empowers individuals and families to achieve financial clarity and security through personalized guidance and tailored financial planning. We believe in building lasting relationships with our clients, understanding their unique needs and aspirations, and creating customized plans that align with their financial goals.
Who We Are
Our team consists of experienced professionals with diverse backgrounds in financial planning, investment management, risk management, and taxation. We are guided by a deep commitment to ethics, integrity, and personalized service. We hold ourselves to the highest industry standards and are passionate about delivering exceptional client experiences.
What We Do
We offer a comprehensive range of services to empower you to navigate every stage of your financial journey.
Our Services Include
- Financial Planning: Goal-based planning, investment portfolio management, estate planning, risk management, and more.
- Tax Planning: Tax optimization strategies, filing assistance, retirement planning, and capital gains planning.
- Retirement Planning: 401k planning, IRA planning, pension planning, and Roth conversions.
- Investment Planning: Portfolio analysis, risk assessment, and asset allocation.
- Estate Planning: Will creation, trust establishment, and power of attorney services.
Our Process: Tailored Solutions for Individual Needs
We believe in a collaborative and personalized approach to financial planning. Our process involves:
1. Discovery Meeting: Understanding your individual goals and financial situation.
2. Planning Meeting: Developing a tailored financial plan.
3. Commitment Meeting: Finalizing the plan and setting engagement standards.
4. Consolidation Meeting: Organizing paperwork and collaborating with other experts.
5. Regular Progress Meetings: Tracking progress, reviewing performance, and making adjustments as needed.
Why Choose Michael Drews and Company?
- Personalized and customized financial plans.
- Experienced and credentialed team of professionals.
- Ethical and client-focused approach.
- Transparent and clear communication.
- Ongoing support and guidance.
The Good, the Bad, and the Ugly
As a summary of these reviews, it's clear that there are differing opinions on the services provided by Michael Drew's CPA firm.
Positive Opinions
Many reviewers have had excellent experiences with the firm, citing factors such as professionalism, fast processing, quick responses, and fair fees. It's clear that the firm takes pride in providing top-notch service to its clients.
Negative Opinions
On the other hand, some reviewers have had disappointing experiences with the firm. Issues such as inadequate communication, errors in services, and a lack of courtesy have led to negative reviews. It's clear that some clients feel mistreated or undervalued by the firm.
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