Drake & Associates, LLC

October is Financial Planning Month, the perfect time to revisit your financial plan and make sure you’re on track to achieve your goals. Don’t have a plan yet? No problem! Tom Neumann joined CBS 58 with tips for creating your personalized financial plan. https://lnkd.in/gf9cD_fa

Celebrate good times, come on! 🥳 🎶 After months of hard work and construction, we officially celebrated our Grand Opening alongside business partners and clients. Our new space holds endless possibilities, and we can’t wait to continue to enhance the services we provide to the families we serve. Scroll through and check out some of the latest office additions!

🗣️ Introducing Casual Conversations with Drake & Associates! Today, in honor of National Estate Planning Awareness Week, our advisors are diving into the topic of Estate Planning. 🏡 💼 Join us as we break down the top 3 most asked questions! #NationalEstatePlanningAwarenessWeek #NationalEstatePlanningMonth

Big things are happening at Drake & Associates! 🎉 This week, we were thrilled to host 50 of the top financial advisors from across the country for an exclusive training event. Our Founder & CEO, Tony Drake, was eager to share insights and strategies with this elite group and help empower advisors to make a difference!

With so many headlines surrounding Social Security these days, it’s hard to understand what is true and what is false. In his latest Kiplinger, Tony Drake, CFP® shared how to tell fact from fiction with your Social Security benefits. Read here: https://lnkd.in/gEYphCZw

We are thrilled to host our first in-office workshop today at our new headquarters – “Election Uncertainty.” 🇺🇲 This educational event is designed to help our clients understand how the upcoming election could impact their retirement planning. One of the reasons we moved into this space was to bring more complimentary events and educational opportunities to our community. We're excited about the future and the chance to give back to the public through informative sessions like this. Stay tuned for more events and ways to enhance your retirement journey! #educationfirst

Curious about the story behind our 'Retirement Ready Roadmap'? Find out as Tony Drake, Founder and CEO of Drake & Associates, shares the inspiration and creation of our signature 5-step process. https://lnkd.in/g3txTFck #retirementreadyroadmap

It's game time! 📣 With the school year kicking off, we wanted to announce our partnership with Wisconsin Athletics for the 2024-2025 season! It's an honor to join forces with such an esteemed institution that embodies the same values as Drake & Associates. ON WISCONSIN! ❤️

Many of us will need some form of long-term care in retirement, but will you be able to afford it? In his latest Kiplinger, Tony Drake, CFP® shared tips to start preparing for long-term care expenses. Read here: https://lnkd.in/eBG2Bv7p

While you may not be familiar with “spaving,” a combination of spending and saving, most of us are guilty of doing it! Tony Drake joined CBS 58 to share more about what spaving is and how to protect your finances from this potentially harmful habit. https://lnkd.in/gnSfTuUq