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Founder & CEO,
Drake & Associates
Tony Drake is a CERTIFIED FINANCIAL PLANNERâ„¢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.
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 at your savings.
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