
About Us
we provide the solution for FINANCIAL FUTURES
OUR SERVICES
At Peace & Freedom Financial, we offer thoughtful, flexible planning designed to meet your family where you are—while guiding you toward long-term clarity, confidence, and security. We aim to build generational relationships centered around your loved one(s).
Focused Guidance
Hourly Planning Fee
For families seeking clarity on specific questions or decisions, our Focused Guidance offering provides access to experienced, specialized advice—when you need it most.
Whether you are navigating benefits, evaluating planning options, or making a key financial decision, we provide targeted recommendations with a clear path forward.
Comprehensive Financial Planning
Flat Annual Fee
Our Flagship Comprehensive Financial Planning service is designed for families seeking ongoing partnership, structure, and long-term guidance.
We begin with three initial strategy meetings to build a complete understanding of your family’s needs, priorities, and goals. From there, we develop and implement a personalized financial plan that addresses key areas such as cash flow, protection, benefits coordination, investment strategy, tax planning, legacy and long-term care considerations.
This service is offered for a flat annual fee, with a reduced ongoing fee after the first year as we transition from initial planning into long-term partnership and support.
Investment Management
Tiered Fees Aligned with Your Plan
For clients seeking investment support, we offer ongoing portfolio management designed to align with your broader financial plan.
Our approach focuses on long-term stewardship, thoughtful allocation, and coordination with your overall strategy—ensuring your investments are working in service of your family’s goals.
A Coordinated Approach
Families of special needs often require more than financial planning alone. As part of our process, we regularly collaborate with trusted professionals—including estate planning attorneys, CPAs, non-profits, Trust professionals and insurance specialists—to ensure your plan is fully aligned and comprehensive.
This coordinated approach allows us to help protect benefits, structure assets appropriately, and provide confidence that every aspect of your financial life is working together.
Our Commitment
Above all, our role is to serve as a trusted partner—helping you navigate complex decisions with clarity and confidence, so your family can move forward with peace of mind and purpose for generations to come.
Bill Drexler, Owner & Founder of Peace & Freedom Financial
Bill Drexler is a Certified Financial Planner™ professional devoted to helping families of special needs find clarity, confidence, and lasting peace of mind. As a CFP®, ChFC®, BFA™, and ChSNC®, Bill brings both technical expertise and a deep
understanding of the unique financial challenges these families face. With over a decade of experience, he specializes in guiding families through complex decisions around government benefits, long-term care planning, estate strategies, and multi-generational financial coordination.
Bill founded Peace & Freedom Financial with a clear mission: to serve families with compassion, wisdom, and purpose—helping them move from uncertainty to stability, and from worry to peace. His work is grounded not only in professional excellence, but also in faith. Bill believes that financial planning, when done thoughtfully, can be a powerful tool to care for others, steward
resources well, and create a legacy that honors what matters most.
He works closely with two primary groups:
- Busy, working families raising children with special needs who want to build a strong financial foundation and ensure their child is always cared for
- Grandparents, aunts, uncles, and siblings who desire to support loved ones responsibly through thoughtful estate and legacy planning
In addition to working with clients, Bill is passionate about education, advocacy, and service. He actively participates in speaking engagements, educational workshops, and community outreach—helping families feel more informed, supported, and empowered in their journey.
At the heart of his work is a simple belief:
“For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future.” — Jeremiah 29:11
Bill’s goal is to help families walk forward with that same confidence—knowing there is a plan in place, and that their loved ones will be cared for, no matter what the future holds. When he’s not working with families, Bill enjoys spending time with those closest to him—his wife, Lexi, their two sons, William and Thomas, and their dog, Max. He has a passion for fitness and wellness, particularly boxing, and is also an avid musician who values creativity and discipline both in and out of his professional life.
Bill is deeply committed to serving his community, regularly volunteering his time and contributing as a board member for local nonprofit organizations, including the Early Learning Coalition and Live Inspired Brevard.
