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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
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

Reply on Twitter 1530142954769158144 Retweet on Twitter 1530142954769158144 Like on Twitter 1530142954769158144 Twitter 1530142954769158144
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Give us a call: (414) 409-7226