269-270-8293
Drew Financial Services, LLC
  • About Us
  • Our Process
  • Services
  • Resources
    • Resources
    • Fiduciary vs. Broker
    • Understanding Your 401(k) Options
    • Get the Right
      Financial Strategy
      Free Online Tool!
  • Contact
  • Log-in
269-270-8293
Menu
Drew Financial Services, LLC

Understand Your Options

Informational content to aid you in making
decisions about insurance and retirement planning:

Call us today to see how we can help!
269-270-8293
269-270-8293
Send a Message

Click on the icons below to view and
download a PDF file of our resource documents:

Get the Right
Financial Stategy
Access
Online Tool
Client Info
Workbook
View Document
5 Threats to a
Secure Retirement
View Document
Rule
of 100
View Document
Navigation
  • Home
  • About
  • Our Process
  • Services
  • Resources
  • Fiduciary vs. Broker
  • Contact
  • Find Your Financial Strategy
  • Understanding Your 401(k) Options
  • Log-in
Drew Financial Services, LLC
212 W State Rd, Suite B
Hastings, MI 49058
269-270-8293
l.drew@iamswm.com

© Drew Financial Services, LLC
Our Location
Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. IAMS Wealth Management and Drew Financial Services, LLC are independent of each other. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice.

Information presented is believed to be current. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio.

Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients.
  • About Us
  • Our Process
  • Services
  • Resources
    • ← Back
    • Resources
    • Fiduciary vs. Broker
    • Understanding Your 401(k) Options
    • Get the Right
      Financial Strategy
      Free Online Tool!
  • Contact
  • Log-in

Fill out the form below to send us a message.

    Items marked * are required.