Our Story
Since 2002, Drake & Associates has guided hundreds of people in navigating the confusing world of retirement planning. We have built a retirement-focused advisory team that cares about their clients as individuals. Retirement planning is not just for the wealthy; our clients come from all walks of life but share common goals: peace of mind, freedom, good health and family.
We focus specifically on retirement planning, and our “One Plan, One Coach” approach sets us apart from other firms. In addition to implementing investment strategies, we offer accountants for tax return preparation; health insurance agents to sort through long-term care, Medicare Supplements and Advantage; and an on-site elder law attorney to help with wills, trusts and powers of attorney. Our holistic approach provides support for clients in areas they may not have known they needed.
We work
For You
At Drake & Associates, our team of professionals helps identify your needs while accounting for your dreams. Then, we get to work to build a plan that fits your unique lifestyle. While we offer our professional guidance, you’re in control every step of the way.
Our Purpose
We guide GOOD people to make GREAT decisions so they can ENJOY retirement.
Our Promise
We promise:
To be a trusted partner as we navigate through your retirement journey.
To provide ongoing guidance, support, and personalized solutions.
To provide education for better decision-making.
Our Core Values
Create the Ultimate Client Experience
Entrepreneurial Spirit – embrace fear, try new things, aspire to grow
Extreme Ownership – be accountable, no excuses
Work Like a Duck
Respect the Family
Advisors
