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Tony Drake, CFP®, Investment Advisor Representative

Tony Drake, CFP®, Investment Advisor Representative

Founder & CEO, Drake and Associates

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 recent talk at the NASDAQ exchange.

Phone: 414.409.7226 | E-mail: tony.drake@drakeandassociates.net | Website: https://wealthwisconsin.com | Facebook: https://www.facebook.com/Drakeandassociates | LinkedIn: https://www.linkedin.com/in/tony-drake-cfp/

4 Ways to Get Your Retirement Plan Back on Track
retirement planning

4 Ways to Get Your Retirement Plan Back on Track

When it comes to our finances, 2020 has been a year marked by stock market volatility and our current recession. If you’re in a bad spot financially, …
August 25, 2020
3 Ways to Save on Your Tax Bill Going Forward
taxes

3 Ways to Save on Your Tax Bill Going Forward

The tax deadline was July 15 this year, and if you found yourself paying the IRS more than you’d like, it’s time to focus on tax planning. There are m…
July 27, 2020
Did You Know You Can Start, Stop and Then Restart Social Security?
social security

Did You Know You Can Start, Stop and Then Restart Social Security?

Check out Social Security claiming strategies (some familiar and others you may never have heard of) that could help those in or near retirement durin…
June 29, 2020
3 Steps to Take If You're Laid Off Before Retirement
retirement

3 Steps to Take If You're Laid Off Before Retirement

The unemployment rate in the U.S. is at a record high. More people are finding themselves out of work, and some may be nearing retirement. If you're l…
June 2, 2020
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Spending Your Stimulus Check? Pay Yourself First
retirement

Spending Your Stimulus Check? Pay Yourself First

Stimulus checks are hitting bank accounts, and many people already have plans for their money. But before you start spending, first take a closer look…
April 29, 2020
Coronavirus and Your Retirement Savings: Answering Important Questions
retirement

Coronavirus and Your Retirement Savings: Answering Important Questions

There's a lot going on, and investors and retirement savers could use all the guidance they can get.
March 23, 2020
How to Leave a Legacy After the SECURE Act
retirement

How to Leave a Legacy After the SECURE Act

With the death of "stretch IRAs" comes a new era of estate planning. Many people's plans need some serious tweaks.
February 24, 2020
Avoid These 4 Mistakes That Often Derail Retirement Plans
retirement

Avoid These 4 Mistakes That Often Derail Retirement Plans

You're chugging along with your savings goals, but are you really doing everything right? See if you're at risk for getting off track due to four all-…
January 29, 2020
Reach Your Money Goals in 2020 with a Financial Bucket List
retirement

Reach Your Money Goals in 2020 with a Financial Bucket List

To get started, here are four must-do items to add to your list before you retire.
December 26, 2019
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Strategies for Charitable Giving this Holiday Season
taxes

Strategies for Charitable Giving this Holiday Season

Four ways to support your favorite charities that fit into a smart tax-planning strategy.
November 25, 2019
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Financial Fails in Retirement Planning
retirement

Financial Fails in Retirement Planning

We all make mistakes, but some are more common (and more costly) than others.
October 15, 2019
Is a Target Date Fund Right for You?
investing

Is a Target Date Fund Right for You?

Poring over investing portfolios isn't for everyone, so a target date fund can make sense. Take a look at some of these funds' pros and cons, and how …
July 23, 2019