As an independent retirement and investment planning firm, we help retirees and pre-retirees create strategies that protect and grow their assets, generate reliable income, and support the lifestyle they want throughout retirement.
We take an integrated approach to retirement, income, estate, tax, RMD, and Social Security planning—tailoring every strategy to fit each client’s unique needs. As fiduciaries, we focus on creating clear, easy-to-understand plans designed to help you reach your goals and enjoy the retirement you want.
Drew Pelton offers Investment Advisory services through Kovack Advisors, Inc., a SEC Registered Investment advisory firm 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Drew Pelton Retirement Solutions is not affiliated with Kovack Advisors, Inc. Investment Adviser Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.
Client Relationship Summary Form: http://kovacksecurities.com/Form_CRS.pdf
Investment Adviser Background Check: https://adviserinfo.sec.gov/
Drew Pelton Advanced retirement solutions
4317 Bluebonnet Blvd., Suite B, Baton Rouge, LA 70809
Office: (225) 831-1394
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