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.

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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

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®

FOLLOW

Having a bucket list is a great way to set goals and accomplish your dreams. But have you ever thought about making a financial bucket list? I shared with @CBS58 some of the top bucket list items and how you can achieve them. #EducationFirst #RetireHappy

https://cbs58.com/news/local-expert-talks-adding-financial-goals-to-your-bucket-list

Retirement will look different for everyone, but generally, there are 4 distinct phases every retiree should plan for. explained in a new article for @Kiplinger those phases and how you can start preparing now. Thank you @Nasdaq for picking it up as well.

https://www.kiplinger.com/retirement/604089/the-4-phases-of-retirement

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