Wealth Management &

Retirement Planning in

Michigan

Wealth Management & Retirement Planning in

Michigan

Founded by CFP® Tony Drake, Drake & Associates has proudly served retiree’s since 2002. Concentrating on wealth management and retirement planning, we believe we have built an exceptional advisory team that focuses on building clients to their dream retirement.

Our holistic approach brings together all the pieces of your financial life to better ensure everything works together more efficiently and effectively.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.

Wealth Management & Retirement Planning in

Michigan

Founded by CFP® Tony Drake, Drake & Associates has proudly served retiree’s since 2002. Concentrating on wealth management and retirement planning, we believe we have built an exceptional advisory team that focuses on building clients to their dream retirement.

Our holistic approach brings together all the pieces of your financial life to better ensure everything works together more efficiently and effectively. 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.

Investment & Wealth Management

Comprehensive Financial Lifestyle Planning

Social Security Strategies & Asset Protection

Tax Minimization Strategies

Legacy, Estate & Philanthropic Planning

Frequent Communication & Educational Classes

Tony Drake has been seen on:

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

Tony Drake has been seen on:

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