Lisa Dreher CFP, CPA- Nashville, TN Financial Planner

Products and Services
 




Financial Planning, Retirement Planning

 

Through her affiliation with Silver Oak Securities, Inc.,  Lisa offers a full array of products and services which she recommends based on each client’s situation, investment time horizon and risk tolerance.

Investment Products:

• Mutual Funds and Exchange Traded Funds
• Stocks
• Bonds
• CDs
• FDIC Insured Deposit Account and Money Market Funds
• Variable Annuities
• Real Estate Investment Trusts and Limited Partnerships
• Third Party Investment Advisor Asset Management Programs

Insurance Products:

• Life Insurance
• Fixed Annuities
• Disability Insurance
• Long Term Care Insurance

Products for Small Businesses:

• 401(k) plans
• One-man 401(k) plans
• SEP IRAs
• Life Insurance for owners or executives

Financial Planning Services:

• Education Planning
• Retirement Accumulation Planning
• Retirement Income Planning
• Investment Management
• Insurance Analysis and Planning
• Estate Planning

Financial Planning - CPA, CFP

Check the background of this investment professional on FINRA BrokerCheck

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC
Dreher Advisory Services, PLLC and Silver Oak Securities, Inc. are separate entities.

Dreher Advisory Services, PLLC | Lisa B. Dreher, CPA, CFP®
565 Marriott Drive, Suite 810 | Nashville, TN 37214
Phone 615-369-5141 | Fax 615-369-5142


lisadreher@silveroaksecurities.com

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