Worried That Your Financial Plan is Missing Something?

We can help you develop a custom roadmap that reflects your unique goals.

A PLAN FOR YOU

The money you have worked hard for and set aside for your retirement is probably the biggest expense you will ever have in your lifetime. It’s not a TV, or a car, or a home. It’s your lifestyle and health nest egg that you hope will last you 20 or 30 years. Having a financial plan to preserve that investment should be part of your goals.

Drake & Associates is dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

INVESTMENT & WEALTH
MANAGEMENT

COMPREHENSIVE FINANCIAL

LIFESTYLE PLANNING

SOCIAL SECURITY STRATEGIES

& ASSET PROTECTION

TAX MINIMIZATION

STRATEGIES

LEGACY, ESTATE, &
PHILANTHROPY PLANNING

FREQUENT COMMUNICATION

& EDUCATIONAL CLASSES

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.

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.

OUR PROCESS

Step 1 – Discovery

Getting to know you and your goals.

How do you envision your retirement? We start by looking at your financial situation including your current assets, income sources, liabilities, expenses and savings. We will discuss how much risk you are comfortable with and where that fits into your needs and goals. What is the bottom line? If the result isn’t what you had hoped for, you might need to adjust your plan.

Step 2 – Analysis

Help you examine and direct your plan.

We examine your current risk and return rates. We believe it’s important that your portfolio matches your risk tolerance. Using advanced testing tools, we run scenarios of what could happen to your portfolio if you continue on your current investment and financial savings path. These tests include forecasting scenarios so you can see how market fluctuations and other factors may affect your future accounts.

Step 3 – Solution

Presentation of a retirement strategy.

Your financial plan should be as unique as you are. The objective of this stage is to agree on an effective, long-term retirement strategy that is custom tailored to your individual needs and goals. In this appointment, we will reveal the strategies and explain the rationale behind our recommendations.

Step 4 – Implementation

Put your portfolio plan in effect.

It is during this crucial step that you will make the important decision to work with us to achieve your financial goals. Once you’ve decided to take this step, we’ll identify any needed adjustments to your investment portfolio and determine what strategies are needed in order to reach your goals and benchmarks.

Updates & Reviews

After your plan is implemented, we don’t stop there. We’ll continue to monitor and meet with you to review your financial plan and portfolio on a periodic basis to ensure your customized plan still fits with your goals. It’s not a “set it and forget it” approach because we understand that just like life, your goals can change over time.

QUALIFICATIONS

Tony Drake is a CERTIFIED FINANCIAL PLANNER™, to verify his status please click here, to read more about the certification process please click here.

Although many professionals may call themselves “financial planners”, CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical and fiduciary standards.

Bringing all the pieces of your financial life together is a challenging task. We understand all the complexities of the changing financial climate and we know how to make recommendations in your best interest.

We strongly encourage you to check the background of all financial planners before considering doing business with them. We are proud members of the Better Business Bureau and are extremely proud of our A+ rating.

Click here to check our record with the BBB.

CONTACT US

A long-term investment outlook requires a personalized strategy that accounts for your current and future needs, investment time horizon, and appetite for risk. These factors help ensure that no matter how the markets perform in the short term, your investments can be positioned to work toward your long-term goals. Along the way, sticking to your strategies and not letting emotions get the best of you may be essential.

We’re looking forward to using our expertise to help you pursue your financial goals.

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RECENT TWEETS

TONY DRAKE, CFP®

FOLLOW

The stock market powered to record levels last week amid talk of Fed tapering and a deceleration in new Delta variant cases. #economy #retirehappy
https://wealthwisconsin.com/powell-tapering-likely-in-2021/

Stocks turned lower last week amid the increasing probability of a Fed tapering, mixed economic data, and growing concerns about the economic impact of the Delta variant. #economy #retirehappy
https://wealthwisconsin.com/will-the-fed-taper-in-2021/

Looking past inflation figures and Delta variant trends, stocks last week found a way to climb higher and set fresh record highs in the process. #economy #retirehappy
https://wealthwisconsin.com/passage-of-infrastructure-boosts-stocks/

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Give us a call: (414) 409-7226