Are Your Finances Retirement-Ready?

Our personalized roadmap can help you pursue a more secure future.

Tony Drake, CFP^® has been featured on:

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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

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^®

FOLLOW

27 Jun

We all want to live comfortably when we retire. I spoke to @KiplingerRetire about what we can do to avoid running out of money when we retire. #EducationFirst #RetireHappy

https://www.kiplinger.com/retirement/retirement-planning/604847/retirement-comfort-how-to-avoid-running-out-of-money

Reply on Twitter 1541495746880495619 Retweet on Twitter 1541495746880495619 Like on Twitter 1541495746880495619 Twitter 1541495746880495619

1 Jun

Many over the age of 55 are leaving retirement behind and going back into the workforce. I spoke to @CBS58 about what retirees should consider before rejoining the job market. #EducationFirst #RetireHappy

https://cbs58.com/news/what-to-consider-before-rejoining-the-workforce

Reply on Twitter 1532114476618637314 Retweet on Twitter 1532114476618637314 Like on Twitter 1532114476618637314 Twitter 1532114476618637314

27 May

Divorce is difficult in many ways, especially for our finances. I shared my checklist with @CBS58 to help couples avoid money mistakes during a divorce. #EducationFirst #RetireHappy

https://cbs58.com/news/common-money-mistakes-couples-make-when-going-through-a-divorce