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TONY DRAKE, CFP®


FOUNDER & CEO

WENDY PEPERKORN, CFP ®


FINANCIAL ADVISOR

BRAD ALLEN


FINANCIAL ADVISOR

TOM NEUMANN


FINANCIAL ADVISOR

JAKE MELBY, FPQP™


DIRECTOR OF ADVISORY SERVICES

RYAN VOIGHT


DIRECTOR OF OPERATIONS & OFFICE ADMINISTRATION

KRISTY HUNDT


BUSINESS SUPPORT SPECIALIST

KALLY KROENER, FPQP™


CLIENT SERVICE SPECIALIST

JARED SHARKEY


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CHRISTIE JAZWIECKI


DIRECTOR OF MARKETING

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TONY DRAKE, CFP®

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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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