DRT are experts who provide sound advice and individualized financial solutions.

Responsible, Comprehensive Financial Planning

Estate Planning

Estate planning is an often overlooked but important step in securing your financial future and your family’s financial stability. A good estate plan requires ongoing attention and regular reviews to ensure that the plan is still in keeping with your desires. Some common questions to consider as you develop your estate plan:

  • Have you created a will?
  • Should your estate be left to your spouse, children, or both?
  • Have you considered the allocation of your assets?
  • Would you like to leave assets to a charity?
  • Are you informed about tax ramifications and shelters?

DRT can protect your assets and fulfill your wishes by assisting you in developing estate planning goals and strategies. Some of our estate planning services include:


  • Working with an attorney to help you with setting up a durable power of attorney and will
  • Taking an inventory of your estate
  • Creating a living will or healthcare proxy
  • Drafting succinct, thorough instructions to your chosen executor
  • Making provisions for charitable giving

Understanding Estate Taxes

Your retirement and investment funds can have a significant impact on your taxes. We can help you understand your tax responsibilities and help you navigate the constantly changing estate tax landscape. With the right information, we can help you put a plan in place to mitigate any potential tax burden to your beneficiaries.

Pay for College

One day, you’re rocking a baby, and then suddenly, you’re sending them off to college. If you’re intimidated by the cost of college tuition these days, we can help. Choosing the right savings plan and tax incentives can provide affordable financial planning for college. The financial advisors at Dreggors, Rigsby & Teal, P.A. can discuss many different college financing options, including:

  • Savings plans specifically designed for college planning
  • Tax-free earnings for qualified higher education expenses, such as tuition, room and board
  • Defining your goals and needs to protect your family’s financial security

We know how overwhelming this process can feel. Our team has developed a FREE downloadable PDF to help you understand the basics of college financing. Click the link below to download.

Retirement Planning

Retirement planning looks different for everyone. Some dream of world travel, and others just want to relax at home with nowhere to be. Whatever your future looks like, it’s essential to start planning for it as soon as you can. Most people come into the retirement planning process with a lot of questions:

  • How much will you need?
  • What kind of plan will get me where I want to be?
  • What about inflation?
  • How can I prepare for unexpected medical costs?

Don’t let fear of the unknown keep you from taking action and progressing toward your future. The certified planners at DRT can help you:

  • Design a retirement plan
  • Explore sources for retirement income
  • Create your investment profile
  • Review a variety of options to fit your budget and goals

It’s never too early to start your retirement planning. Contact the experts at DRT and plan your golden years with us.


Send us a message

Get in touch

DRT Financial Advisors

1006 N Woodland Blvd
DeLand, FL 32720
(386) 734-9441 phone
(386) 738-5351 fax

Mon-Fri: 8 am-5 pm

We close noon on Fridays from Memorial Day through New Year's Day.