Retirement Ready Roadmap
We help you address and map out these 5 key areas of your retirement life, utilizing our full list of financial products and services.
The Ultimate Client Experience
At Drake & Associates, we believe that every person who walks through our doors deserves more than just financial advice — they deserve to feel like family.
That’s why the Ultimate Client Experience is at the heart of everything we do.
We know that trusting someone with your life savings comes with deep responsibility, so we pay attention to every detail, large and small, to make sure each interaction feels personal, thoughtful and genuine. From your very first conversation with us to every milestone along your retirement journey, you can expect to be treated with the same care and respect we’d want for our own loved ones.
When you become part of Drake & Associates, you’re not just gaining a financial plan — you’re gaining a dedicated team that strives to make you feel valued and heard at every step. We take the time to listen, to understand what matters most to you and to deliver a level of service that consistently exceeds expectations. It’s this commitment to an unwavering client experience that has earned the trust of so many families who choose to build their future with us.
Here, you’re not just another client. You’re family.
Our Team Approach
“Together, we elevate client success.”
At Drake & Associates, not only will you be working with a dedicated advisor, but you will also be connected to a network of experienced professionals who are ready to assist you with all transactions, account maintenance and inquiries.
Meet the people ready to work for you on our About Us page!
Our Complete Process – What to Expect
Our process is a complete experience for building a personal financial strategy. We are with you every step of the way! Plan smart. Retire happy. That’s our goal for you.
1 – Discovery
Our first meeting explores the five key areas of retirement planning to help you build a financially secure plan and focus on the pillars that help you along your journey.
2 – Analysis
During this meeting, we provide detailed information on our approach to how we work with clients, our experience in the industry and how we can tailor our services to meet your specific needs.
3 – Solution
In this meeting we will provide a framework for how we are going to manage your funds going forward, and how we are going to protect these funds.