Retirement Financial Planning

Are You Retirement Ready?

With our retirement finance 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 wealth management firm specializing in retirement finance planning for over 20 years, discover how these relationships help us create great retirements.

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Wisconsin Athletics are not current clients of Drake and Associates, LLC and receives compensation for their endorsement and advertisement.

Tony Drake has been seen on:

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All of the above listed companies are paid sponsorships and not endorsements of Drake and Associates, LLC

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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.

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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. 

Listen to our Radio Show

Tune in to Tony Drake and the Drake & Associates team at 11 a.m. every Saturday 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
Saturdays | 7 a.m.

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Live your retirement “why”

Drake & Associates Explore Career Opportunities

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.

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