DS Drelich & Associates

D.S. Drelich & Associates is an independent financial advisory firm focused on retirement planning, retirement income strategies, investment management, insurance strategies and legacy planning. Its advisors work with individuals, couples and families who are approaching retirement or already retired, and the firm describes itself as a fiduciary, meaning it is obligated to act in the client's best interest. Services include Social Security claiming strategies, 401(k) and IRA distribution planning, annuity and long-term care insurance planning, and estate planning guidance.

New clients start with a complimentary consultation, which can be booked online or by phone, followed by strategy discussions, implementation and yearly reviews. The firm serves clients in Jacksonville and throughout Northeast Florida, as well as Bristow and Tulsa in Oklahoma, and nationwide. The Jacksonville office is at Bonneval Road on the city's northside.