Retirement

Financial Planning

Are You Retirement Ready?

With our retirement financial planning, we can help put you on a path toward your dream destination.

Retirement

Financial

Planning

Are You

Retirement Ready?

With our retirement financial planning, we can help put you on a path toward your dream destination.

Our story is

Financial Planning

From the team we’ve assembled to the folks we serve, family is at the heart of everything we do. As a retirement wealth management firm focusing on retirement financial planning for over 20 years, discover how these relationships help us create great retirements.

Tony Drake has been seen on:

Paid Sponsorships

Our story is

Your story.

From the team we’ve assembled to the folks we serve, family is at the heart of everything we do. As a retirement wealth management firm focusing on retirement financial planning for over 20 years, discover how these relationships help us create great retirements.

PROUD PARTNER

OF WISCONSIN

ATHLETICS

Tony Drake has been seen on:

Are you ready to retire?
Follow our 4-step roadmap

We believe everyone deserves to enjoy the retirement they’ve spent years working toward and envisioning. Our 4-step Retirement Ready Roadmap will help guide you along your dream journey, no matter where it takes you.

Are you ready to retire?
Follow our 4-step roadmap

We believe everyone deserves to enjoy the retirement they’ve spent years working toward and envisioning. Our 4-step Retirement Ready Roadmap will help guide you along your dream journey, no matter where it takes you.

Education =

Empowerment

Taking charge of your financial life has never been so easy. At Drake & Associates, we believe educating you is as important as helping you create life-changing financial strategies.

We offer timely, easy-to-understand workshops and classes on tax strategies, market volatility, inflation, Social Security and more. 

Social Security Strategies

Tax Strategies & Roth Conversions

Surviving Retirement

Brookfield, WI
July 10th @ 6:30 pm – 7:30 pm
Register Now
July 11th @ 6:30 pm – 7:30 pm
Register Now
Grand Rapids, MI
July 30th @ 6:30 pm – 7:30 pm
Register Now
July 31st @ 6:30 pm – 7:30 pm
Register Now

Education =

Empowerment

Taking charge of your financial life has never been so easy. At Drake & Associates, we believe educating you is as important as helping you create life-changing financial strategies.

We offer timely, easy-to-understand workshops and classes on tax strategies, market volatility, inflation, Social Security and more. 

Social Security Strategies

Tax Strategies & Roth Conversions

Surviving Retirement

Brookfield, WI
July 10th @ 6:30 pm – 7:30 pm
Register Now
July 11th @ 6:30 pm – 7:30 pm
Register Now
Grand Rapids, MI
July 30th @ 6:30 pm – 7:30 pm
Register Now
July 31st @ 6:30 pm – 7:30 pm
Register Now

Listen to our

Radio Show

Tune in to CFP® Tony Drake and the Drake & Associates team every weekend while they discuss timely topics on the “Retirement Ready” radio show.

WTMJ 620 AM or 103.3 FM

Saturdays | 12 p.m.

Sundays | 7 a.m.

WOOD 1300 AM or 106.9 FM

Sundays | 9 a.m.

Listen to our

Radio Show

Tune in to CFP® Tony Drake and the Drake & Associates team every weekend while they discuss timely topics on the “Retirement Ready” radio show.

WTMJ 620 AM or 103.3 FM

Saturdays | 12 p.m.

Sundays | 7 a.m.

WOOD 1300 AM or 106.9 FM

Sundays | 9 a.m.

Live your retirement “why”

Live your retirement “why”

At Drake & Associates, you’re not just an employee; you’re a valued member of our family. We believe in investing in our employees, providing opportunities for growth and development. If you’re seeking a workplace that combines professional fulfillment with a warm, supportive community, join us in shaping the future together. Explore career opportunities and become a part of the Drake & Associates family today.