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:

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.

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

Register for On Demand Workshops 

Tax Strategies & Roth Conversions

Register for On Demand Workshops

Retiring in a Recession

March 21st @ 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

Register for On Demand Workshops 

Tax Strategies & Roth Conversions

Register for On Demand Workshops

Retiring in a Recession

March 21st @ 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 | 11 a.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 | 11 a.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.

Proud sponsor of

Feeding America

As a supporter of Feeding America Eastern Wisconsin, Drake & Associates is committed to fighting child hunger. Learn how you can help provide hunger-relief to our community.

Proud sponsor of

Feeding

America

As a supporter of Feeding America Eastern Wisconsin, Drake & Associates is committed to fighting child hunger. Learn how you can help provide hunger-relief to our community.