When spouses have a notable age difference, it introduces complexities into Retirement Planning, especially concerning Social Security benefits. As financial advisors, our role extends beyond numbers; we help individuals make informed decisions that align with their financial goals and circumstances.
**Free Retirement Download: The Checklist to Retirement:** 📊
Home
**To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://pearlwealthgroup.com/contact/** ☎️
**Enroll In Our Course: Can I Retire: A Foundation To Your Retirement Journey: https://drew-s-site-958e.thinkific.com/courses/Can-I-Retire ** 🖥️
❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌
Drew is a registered Investment Adviser Representative and has earned the certifications of Certified Retirement Counselor®, Registered Financial Consultant®, licensed insurance agent and notary public for the state of Florida.
Originally from Kentucky, Drew moved to Florida for college and has worked in the financial services industry since graduating from the University of South Florida in 2009 with a bachelor's degree in business administration. He began his career focusing on market research, analysis and financial strategies and gained valuable experience in asset preservation and retirement planning.
Drew, along with his wife, Valerie, founded Pearl Wealth Group with a desire to help individuals and families with their retirement and financial dreams. Drew hosts the “Your Financial EKG” weekly podcast and YouTube channel and has created and trademarked his proprietary retirement process called the “Retirement EKG.” Drew has been published in Kiplinger Investment Magazine, featured in Forbes and been a financial guest on Spectrum News.
Drew resides in Tampa with his wife, two daughters, one son and two lovable dogs. Away from the office, he enjoys spending time with his family and taking them to the many beaches in the Tampa Bay area. Drew is also a huge fan of baseball and the Kentucky Wildcats.
