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Are You Ready To Descend

Back Down the Mountain?

Mountain icon

We Can Help You Land Safely On Your Feet


Whether you’re just reaching the summit of your career or you’ve already retired and are making your descent "down the mountain," it’s important to know you can live safely and securely in retirement.


How do I know if I am a good fit?

We deliver the greatest value when we focus on comprehensive planning that requires our expertise.

Our typical clients are:

Green checkmarkAged 55+ with an income over $100,000Green checkmarkWith questions about 401(k) and/or pension
Green checkmark5-7 years away from retirement or lessGreen checkmarkReady to align investments with their goals, investment time horizon, and stage of life
Green checkmarkOver $500,000 of assetsGreen checkmarkPlanning for retirement income


We believe retirement should be a time for new found freedom.
-Lance Drucker, CLU, ChFC, CEO & President



Our Focus Is On Helping Individuals and Families Including:

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Pre-Retirees

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Pre-Retirees

Your biggest issue as you approach retirement should not be where you’re going to live, vacation or golf. As you near and enter retirement you should be focused on whether you have enough money to stay retired. Our  K.I.S.S.S. Income Plan can help with that. The plan is designed to keep your income Simple, Stable, & Sustainable. We’ll work to find secure, dependable sources of income to help you maintain the retirement lifestyle you’ve worked hard for, while keeping your finances prepared for “what-if” scenarios.

Backed by decades of experience, our team can answer your questions and prepare a Financial Life Plan™ to help put your finances on track and minds at ease. To get started, Book Your "Right Fit" Call now

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Divorcees

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Divorcees

For many, their first instinct when handling a divorce is to find a lawyer. However, turning to a trusted fiduciary and financial planner can also help you better understand the tax and estate implications as well as lifestyle adjustments that should be considered to preserve your long term financial goals.

Backed by decades of experience, our team can answer your questions and prepare a Financial Life Plan™ to help put your finances on track and minds at ease. To get started, Book Your "Right Fit" Call now

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Widows

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Widows

You’re going through one of the most vulnerable and painful experiences any person can face in their life. As much as you need someone to help prepare you for your new financial future, you just need a trusted confidant and fiduciary you can turn to as well. At Drucker Wealth, we offer both.

Backed by decades of experience, our team can answer your questions and prepare a Financial Life Plan™ to help put your finances on track and minds at ease. To get started, Book Your "Right Fit" Call now


Sound Like You?

Here’s How We Can Help

Are You a Strong Woman Looking To Finally Get Your Finances In Order? 💪


Our founder Lance brings his insights on helping clients avoid B.L.S. (bag lady syndrome) in his book “How To Avoid Bag Lady Syndrome: A Strong Woman’s Guide To Financial Peace of Mind.”

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