Founded by CFP® Tony Drake, Drake & Associates has proudly served retiree’s since 2002. Specializing in wealth management and retirement planning, we have built an exceptional advisory team that focuses on guiding clients to their dream retirement.
Our holistic approach brings together all the pieces of your financial life to ensure everything works together in the most efficient and effective way possible. 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. This approach provides support for clients in areas they may not have known they needed.
Retirement planning is not just for the wealthy, and our clients come from all walks of life but share common goals: peace of mind, freedom, good health and family. Schedule a complimentary consultation with us today at our Grand Rapids’ location.