Process
& Services

Our Philosophy

The biggest expense you will incur in life isn’t likely to be a car, home or even a new business or personal venture. It’s your retirement. The money you’ve worked hard for and set aside to protect your lifestyle, health and nest egg for generations to come represents an essential investment in your future and your family.

Having a financial plan to preserve that investment should be part of your goals. Drake & Associates is dedicated to developing lasting relationships with all our clients by earning their trust and providing clear, jargon-free expectations and explanations of financial products and services. We provide you a complimentary, customized plan that takes into consideration your complete financial portfolio as well as your unique personal goals.

We’ll talk with you about how you envision your retirement years and help make plans to get you there. Your plan isn’t just a bunch of confusing charts and graphs, but a tailored, easy-to-understand report that maps out the path toward your financial security.

 

Our Services

Chances are, retirement will be the biggest expense you’ll have in your lifetime. That’s why it’s so important to utilize a financial plan that preserves your nest egg. At Drake & Associates, we offer a variety of products and services that can help you manage your finances in a way that makes sense for your unique situation.

Investment & Wealth Management

Comprehensive Financial Lifestyle Planning

Social Security Strategies & Asset Protection

Tax Minimization Strategies

Legacy, Estate & Philanthropic Planning

Frequent Communication & Educational Classes

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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.”

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STEP 1: DISCOVERY

We get to know you, and you get to know us. We’ll explore what’s important to you and review your situation, including goals, income sources, liabilities, expenses, risk tolerance and savings. We also will transparently explain our philosophy and process. Together, we’ll determine if our views and approaches align and how, or if, we should proceed.

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STEP 2: DESIGN ANALYSIS

We examine your current plan, including your risk and return rates, and use advanced testing tools to offer an honest assessment of what’s working and what may need to be adjusted. If you like what you see and hear, we’ll initiate a partnership and begin making sure you’re starting down that road to retirement readiness.

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STEP 3: DELIVERY

This is where your Retirement Ready Roadmap begins to come into full focus. We’ll transfer accounts over to us by completing partnership paperwork to start fund transfers.

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STEP 4: SOLUTIONS

Together, we put your plan to work, adjusting your portfolio and finalizing allocations to help meet your goals and benchmarks. Then, you start pursuing those unique dreams we discussed at the outset of this process.

Why Work with Us?

Tony Drake is a CERTIFIED FINANCIAL PLANNER™ professional. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical and fiduciary standards.

Bringing all the pieces of your financial life together is a challenging task. We understand all the complexities of the changing financial climate and we know how to make recommendations in your best interest.

We strongly encourage you to check the background of all financial planners before considering doing business with them. We are proud members of the Better Business Bureau and are extremely proud of our A+ rating.

If you’d like to verify Tony’s status as a CERTIFIED FINANCIAL PLANNER™ professional, click here. To read more about the certification process, click here. Or, click here to check our record with the BBB.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.