DRC Financial Services
About
Doing business in the Skippack Area for over 30 years
Assess client risk levels and prepare plans that focus on their goals and dreams to help them have the a successful reitrment strategy that will give them a large percentage of success probability. We find most people have investments that are way out of their risk tolerances when we compare their risk number with their actual holdings.
We also like to show them the "Private Reserve Strategy" which will enable them to have tax free retirment income and help them do tax planning to reduce their overall tax burden and allow them to have more money in their pockets.
Certified Financial Fiduciary
https://www.drcfinancialservices.com/
https://www.facebook.com/DRC-Financial-Services-212699662800604
https://www.linkedin.com/in/dean-crouthamel-b5377574
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
Initial meeting: Due to Covid19 establishing a Zoom meeting would be appropriate. Mask required if you visit office.
Discovery
Create Plan
Review Plan and then Implement Plan
What education and/or training do you have that relates to your work?
Pennridge High Graduate
Attended Pierce College and American College
Do you have a standard pricing system for your services? If so, please share the details here.
Managed accounts my fee is 1.15%
On commission accounts it varies upon products selected
How did you get started in this business?
I got started in this business in 1983 with Metropolitan Insurance Company.
What types of customers have you worked with?
In my practice we prefer working with clients who have assets of $250,000 or more.
What advice would you give a customer looking to hire a pro in your area of expertise?
Look for the pro that has the clients best interest as their primary objective.
What questions should customers think through before talking to pros about their needs?
Are they willing to establish a program and stick to it