Step 1: Download Your Roadmap

Your Retirement Ready Roadmap will show you how to avoid the five common potholes retirees tend to fall into when planning for retirement.

Download The Retirement Ready Roadmap

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Step 2: Listen to a Portion of Tony's Podcast

To learn more about what you may need to do in retirement and when you need to do it, tune in to Tony Drake's Retirement Ready Podcast.

Tune in to the podcast

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Step 3: Schedule Your Discovery Call

The route to retirement confidence starts with a Retirement Ready Roadmap. Schedule your complimentary discovery appointment today.

Do you have a clear picture of Your Retirement?

Part of our process is to ask prospective clients to rate themselves in five areas that directly affect their retirement. Couples are asked to do this separately. This exercise results in a clear view of their current state and kicks off the retirement planning process.

Step 1 of 2

Rate yourself in each area from 1 – 10

1 = I’m not prepared at all 10 = I got this licked

Do you have a spouse

Yes

No

INVESTMENTS

Please enter a number from 1 to 10.

This is what a lot of people think about as their complete retirement plan. In reality, this is part of the plan but not “the plan” itself.

INCOME

Please enter a number from 1 to 10.

Many retirees fail to understand the sequence-of-return risk. This concept is fairly simple: Losses early in retirement can have much more impact on the longevity of your portfolio than losses later in retirement. If not planned for, this can dramatically reduce the lifespan of your money. For most retirees, the first decade-plus is a very vulnerable time.

HEALTH CARE

Please enter a number from 1 to 10.

Concerns about health and wellness, family continuity and rising health care costs lead to confusion. Having someone who can help you walk through your health care options and decisions is important.

TAX STRATEGIES

Please enter a number from 1 to 10.

Tax strategies might be one of the single best areas that could help increase the longevity of your portfolio. While some financial advisors focus primarily on investments, Drake & Associates believes in a holistic approach and includes tax-efficient strategies in its retirement planning.

FAMILY

Please enter a number from 1 to 10.

Ensuring spouses and kids are taken care of is a concern for many entering retirement. It’s important to ensure legal documents and tax strategies are in place to pass your money on to your loved ones in the most tax-efficient manner. After all, after saving, investing and planning so well, do you really want Uncle Sam to be the largest beneficiary?

SPOUSE INVESTMENTS

Please enter a number from 1 to 10.

This is what a lot of people think about as their complete retirement plan. In reality, this is part of the plan but not “the plan” itself.

SPOUSE INCOME

Please enter a number from 1 to 10.

Many retirees fail to understand the sequence-of-return risk. This concept is fairly simple: Losses early in retirement can have much more impact on the longevity of your portfolio than losses later in retirement. If not planned for, this can dramatically reduce the lifespan of your money. For most retirees, the first decade-plus is a very vulnerable time.

SPOUSE HEALTH CARE

Please enter a number from 1 to 10.

Concerns about health and wellness, family continuity and rising health care costs lead to confusion. Having someone who can help you walk through your health care options and decisions is important.

SPOUSE TAX STRATEGIES

Please enter a number from 1 to 10.

Tax strategies might be one of the single best areas that could help increase the longevity of your portfolio. While some financial advisors focus primarily on investments, Drake & Associates believes in a holistic approach and includes tax-efficient strategies in its retirement planning.

SPOUSE FAMILY

Please enter a number from 1 to 10.

Ensuring spouses and kids are taken care of is a concern for many entering retirement. It’s important to ensure legal documents and tax strategies are in place to pass your money on to your loved ones in the most tax-efficient manner. After all, after saving, investing and planning so well, do you really want Uncle Sam to be the largest beneficiary?

You need to get these five areas on your Retirement-Ready Roadmap working together. If you entered less than a 10 in any category, seek the guidance of a financial advisor.

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.