Are Your Finances Retirement-Ready?

Start the process to retire happy.

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INVESTMENT & WEALTH MANAGEMENT

As a fiduciary, engaging and empowering you in the process, we provide you with a complimentary, customized plan that takes into consideration your complete portfolio as well as your unique financial and retirement goals.

Let’s Get Started

INVESTMENT & WEALTH MANAGEMENT

As a fiduciary, engaging and empowering you in the process, we provide you with a complimentary, customized plan that takes into consideration your complete portfolio as well as your unique financial and retirement goals.

Let’s Get Started

REQUEST YOUR RETIREMENT ROADMAP

Drake & Associates provides you with a complimentary, customized plan that takes into consideration your complete financial portfolio as well as your unique personal goals. We’ll talk with you about how you envision your retirement years and help make plans to get you there. Your plan isn’t just a bunch of confusing charts and graphs, but a tailored, easy-to-understand report that maps out the path towards your financial security.

TAKE THE FIRST STEP

REQUEST YOUR RETIREMENT ROADMAP

Drake & Associates provides you with a complimentary, customized plan that takes into consideration your complete financial portfolio as well as your unique personal goals. We’ll talk with you about how you envision your retirement years and help make plans to get you there. Your plan isn’t just a bunch of confusing charts and graphs, but a tailored, easy-to-understand report that maps out the path towards your financial security.

TAKE THE FIRST STEP

SOCIAL SECURITY & TAX MINIMIZATION STRATEGIES

We help you create a solid financial plan. With all you want to do in retirement, taking the time now to help ensure your desires become a reality is essential for your strategy.

Learn More

SOCIAL SECURITY & TAX MINIMIZATION STRATEGIES

We help you create a solid financial plan. With all you want to do in retirement, taking the time now to help ensure your desires become a reality is essential for your strategy.

Learn More
Our Process

Is your retirement plan on track?

When considering your retirement portfolio, our process aims for balance and assessing the risks that you are comfortable with. You are transitioning to a wonderful, independent part of life and you should feel confident about turning that page. Your goals are the stepping stone to achieving the retirement of your dreams.

TAKE THE FIRST STEP

RECENT TWEETS

TONY DRAKE, CFP®

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Talking about finances is never easy, but it's important to do with your significant other. I joined @CBS58 to share tips for getting on the same financial page as your partner. #educationfirst #RetireHappy

https://www.cbs58.com/news/local-financial-expert-reveals-romantic-deal-breakers-involving-finances

Want to help your kids or grandkids pay for college? In my latest article with @Kiplinger , I shared three ways you can help your loved ones without derailing your retirement. #EducationFirst #RetireHappy

https://www.kiplinger.com/personal-finance/careers/college/605224/3-key-ways-you-can-help-a-child-or-grandchild-pay-for

The youngest millennials are approaching their 30s with a bit of financial anxiety. I joined @CBS58 to share a few money mistakes millennials are making and how to fix them. #EducationFirst #RetireHappy

https://www.cbs58.com/news/financial-tips-for-millennials-struggling-with-their-money

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Give us a call: (414) 409-7226