Drake & Associates

Providing: Retirement Planning, Asset Protection, Money Management and Estate Planning

 

Welcome to our Web site, where you’ll find a wealth of information  in the  form of newsletter articles, calculators, and research reports.

As a CERTIFIED FINANCIAL PLANNER I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. In retirement market volatility can be scary.  We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. With these tools, we take a comprehensive approach to designing your portfolio, portfolios with NO RISK, moderate or agressive and everything in between.  Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

We would be honored to sit down with you and review your assets on a no cost, no obligation basis.