Drew Pelton is a well-known Baton Rouge, Louisiana area speaker specializing in wealth management. As head of Tax & Retirement Solutions, Drew Pelton offers clients guidance on estate, retirement, and income planning, in addition to money management and building suitable financial portfolios. Sound Income Strategies, an affiliate of the company, provides investment advice primarily to those over 50 years of age.
Sound Income Strategies and Drew Pelton provide those nearing, or at retirement advice on how to prepare for their financial futures in up, down or volatile financial markets. Depending on the age of the client, they have proven strategies for Baby Boomers to help them prepare, plan, or restructure their investments. Clients are advised how to invest their investment portfolio in tax advantaged ways that increase the growth of their retirement monies. A few topics their advisors might cover include the importance of financial protection, stock market facts and history, and how changing interest rates impact investments.
Tax & Retirement Solutions and Sound Income Strategies provide clients with professional advice utilizing propriety systems and modeling that assures improved results.