Before Your Appointment Please complete this brief 5-10 minute confidential questionnaire. This helps us at Drake & Associates better understand how you like to communicate, and will help us provide a more tailored experience. If you have any questions during this process, please call our office at (414) 409-7226. Depending on your internet connection, the page may take some time to load. Start The Questionnaire By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.