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Lisa B. Dreher, CPA, CFP®

Dreher Advisory Services, PLLC

565 Marriott Drive
Suite 810
Nashville, TN 37214
Phone: (615) 369-5141
Fax: (615) 369-5142

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Special Needs
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.