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Taking Care of You Begins with a Clean Visit

We have adopted the following procedures for all meetings at our office:

  • We are spreading out appointments in order to clean before and after every visit.
  • We are following strict guidelines that include:

o Having healthy team members

o Disinfecting all surfaces before and after every appointment

o Having masks available for clients and advisors

  • If you prefer to stay at home, we are more than happy to conduct a virtual meeting. Just let us know in the message box in the form below.

CONTACT US

Phone: 414-409-7226
Fax: 414-409-7221

OUR LOCATION
2212 E. Moreland Blvd., Suite 200
Waukesha, WI 53186

BY APPOINTMENT ONLY
1339 W Mequon Rd., Suite 105
Mequon, WI 53092

RECENT TWEETS

TONY DRAKE, CFP®

FOLLOW
28 Sep

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

Reply on Twitter 1575231149483270144 Retweet on Twitter 1575231149483270144 Like on Twitter 1575231149483270144 1 Twitter 1575231149483270144
16 Sep

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

Reply on Twitter 1570820184960823297 Retweet on Twitter 1570820184960823297 Like on Twitter 1570820184960823297 Twitter 1570820184960823297
25 Aug

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

Reply on Twitter 1562787737752571907 Retweet on Twitter 1562787737752571907 Like on Twitter 1562787737752571907 1 Twitter 1562787737752571907
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Give us a call: (414) 409-7226