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. That’s why Drake & Associates Retirement Planning & Wealth Management Services are key.
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.