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You’ve worked hard for your nest egg. Find out how you can help protect your retirement savings and develop a retirement and income plan that you understand.

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In This Complimentary Guide,
You’ll Learn

  • How to have a retirement and income plan that you understand
  • Ways to address fear of the unknown
  • What you can be doing now to protect your finances
  • How to answer the question “Do I have enough money, am I going to be okay?”
  • Actionable steps to take in today’s environment

Educational Resources

Attend one of our in-person classes and learn how to take control of your financial future. Discover what you need to know about new RMD rules, the new tax bill, elimination of the stretch IRA and how all of this affects your Social Security.

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Waukesha, WI 53186

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

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Advisory services offered through Drake & Associates, LLC, (“RIA Firm”) an SEC registered investment adviser. The publication of Drake & Associates, LLC’s, website on the Internet should not be construed by any consumer and/or prospective client as Drake & Associates, LLC’s, solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. A copy of Drake & Associates, LLC’s, current written disclosure statement discussing Drake & Associates, LLC’s, business operations, services, and fees is available at the SEC’s investment adviser public information website – or from Drake & Associates, LLC, upon written request.
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