Are you using the same team of professionals for your personal taxes, financial planning, and business?. Serving thousands of highly-satisfied clients primarily throughout Massachusetts and Connecticut. Even the best laid financial plan can be completely undone by taxes and changes in tax laws, taking with it any gains and profits you made in your portfolio, personal income, or business (if you have one).
If you have a separate accountant and financial planner, they may not have all the knowledge, experience, and information you need to provide you a comprehensive plan that helps position you for the lowest taxes and the safest, highest returns. That's why the Drenen Financial Services philosophy is that tax mitigation and financial planning go hand-in-hand.
If you have a separate accountant and financial planner, they may not have all the knowledge, experience, and information you need to provide you a comprehensive plan that helps position you for the lowest taxes and the safest, highest returns. That's why the Drenen Financial Services philosophy is that tax mitigation and financial planning go hand-in-hand.
Services
General Resources and Financial Calculators
Report
Traditional IRA Calculator - This helps you figure out how contributing to an IRA could help your retirement. Roth IRA Converter - This shows the advantages, or disadvantages of converting your IRA to a ROTH. Retirement Planner - Learn if your retirement plan is on the track to success, and also how to keep it there.
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