Tony Drake, CFP®, Investment Advisor Representative
Tony Drake is a CERTIFIED FINANCIAL PLANNER™ and the founder and CEO of Drake & Associates in Waukesha, Wis. Tony is an Investment Adviser Representative and has helped clients prepare for retirement for more than a decade. He specializes in asset preservation, retirement planning and tax strategies.
Tony hosts "The Retirement Ready Show" on WTMJ Radio each week and is featured regularly on TV stations in Milwaukee. Tony has been quoted in several national publications, including Forbes, The Wall Street Journal, USA Today, US News & World Report and Buzzfeed.
Tony is passionate about building strong relationships with his clients so he can help them build a strong plan for their retirement. He trains and mentors other advisers around the country, conducts educational seminars and regularly speaks at national conferences, including a talk at the NASDAQ exchange.
Phone: 414.409.7226 | E-mail: tony.drake@drakeandassociates.net | Website: wealthwisconsin.com
Facebook: www.facebook.com/Drakeandassociates | LinkedIn: www.linkedin.com/in/tony-drake-cfp
Latest articles by Tony Drake, CFP®, Investment Advisor Representative
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Reach Your Money Goals in 2020 with a Financial Bucket List
retirement To get started, here are four must-do items to add to your list before you retire.
By Tony Drake, CFP®, Investment Advisor Representative Published
retirement -
Strategies for Charitable Giving this Holiday Season
taxes Four ways to support your favorite charities that fit into a smart tax-planning strategy.
By Tony Drake, CFP®, Investment Advisor Representative Published
taxes -
Financial Fails in Retirement Planning
Making Your Money Last We all make mistakes, but some are more common (and more costly) than others.
By Tony Drake, CFP®, Investment Advisor Representative Published
Making Your Money Last -
Is a Target Date Fund Right for You?
investing You're busy, and poring over investments is a pain. Wouldn't a target date fund be easier? Take a look at their pros and cons to see if incorporating one (or more?) into your retirement plan makes sense for you.
By Tony Drake, CFP®, Investment Advisor Representative Published
investing