Established in 2002, Drake and Associates is a trusted establishment in Waukesha, WI, known for expertly assisting numerous individuals and families in navigating the intricate realm of retirement planning. Beyond devising effective investment strategies, they provide access to skilled accountants for seamless tax return preparation, proficient health insurance agents to guide through long-term care, Medicare Supplements, and Advantage, and a dedicated on-site elder law attorney specializing in wills, trusts, and powers of attorney. Their comprehensive methodology ensures clients receive valuable support across various essential aspects they may not have previously considered.
With a rich history of aiding clients in making informed financial decisions, Drake and Associates stands out as a beacon of reliability and expertise in the realm of retirement planning. By offering a diverse range of services, including expert investment advice, proficient tax preparation, and tailored legal support, they have built a solid reputation for guiding individuals towards a secure and well-prepared future. Their commitment to providing holistic solutions and addressing clients' unique needs sets them apart as a go-to resource for those seeking comprehensive retirement planning assistance.
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