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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm Saturday 9am - 3pm

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Drake Patterson, Financial Services Professional with Nylife Securities LLC

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Overland Park, KS
Drake Patterson, Financial Services Professional with Nylife Securities LLC

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Financial Services Professional offering products and services through NYLIFE Securities LLC I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.

7101 College Blvd. Suite 1400
Overland Park, KS 66210
913-787-2264
CA License #4437123

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

10/29/2026

Small actions taken consistently can make a meaningful difference over time. For many individuals, annual Roth IRA contributions may help create additional flexibility in retirement through the potential for tax-free growth.

While $8,000 per year may not seem significant on its own, the long-term impact can add up. If you'd like to explore how consistent saving could support your retirement goals, let's schedule time to discuss.

10/27/2026

Market volatility can make investors feel like they need to act. But the decision to rebalance should be driven by your financial goals, not the latest headlines. In a recent Kiplinger article, John Boccio, Head of Wealth Management at New York Life, shares key considerations for making thoughtful portfolio decisions. Not Every Headline Calls for a Portfolio Change.
Read his insights here: https://bit.ly/3WbTnAu

10/22/2026

Where your retirement savings are held can influence how your income is taxed in retirement. Different account types can provide different tax treatment and may create opportunities for greater flexibility over time.

Coordinating withdrawals across accounts may help support a more efficient retirement income strategy. Let's discuss whether your assets are positioned to support your long-term goals.

10/20/2026

Global events can create uncertainty and short-term market swings. While these periods can be unsettling, history shows that markets have demonstrated resilience following significant disruptions.

A clear financial strategy can help keep your attention on long-term goals rather than short-term headlines. If current events have you concerned about your portfolio or retirement plan, let's talk.

10/15/2026

There is no single retirement income strategy that works for everyone. Building retirement income often involves balancing income stability, growth potential, flexibility, and long-term sustainability.

The right approach depends on your goals, needs, and priorities. If you'd like to explore which retirement income strategies may be most appropriate for your situation, let's schedule time to talk.

10/13/2026

We're proud to be named to Barron's 100 Best Annuities list for 2026.

At New York Life, we're committed to making annuities easier to understand and easier to use, helping you navigate retirement with greater confidence. We're honored by this recognition and remain dedicated to providing solutions designed to help you build a secure financial future and protect what matters most.

Read Barron’s article: https://bit.ly/4hKTGKK

New York Life Annuities is honored to be named to Barron's 100 Best Annuities list for 2026. This recognition reflects our ongoing commitment to helping financial professionals make retirement planning easier for their clients through solutions, tools, and support designed to bring greater clarity a...

10/12/2026

Reach out for more information.

10/08/2026

Market declines are never easy, but they can be particularly impactful early in retirement when withdrawals begin. This is often referred to as sequence of returns risk and can affect how long retirement assets last.

Let's talk about ways to help position your retirement strategy for both opportunities and challenges that market exposure may present.

10/06/2026

These common financial traps can potentially drain your budget and erode your wealth-building capabilities.

These common financial traps will drain your budget and erode your wealth-building capabilities.

09/30/2026

Life Insurance Awareness Month ends today, but the need for protection does not. Liz Fiedler’s story shows how coverage can help a family continue the life, plans, and responsibilities that were already in motion. The best time to review protection is before it is needed.

Close the month by starting a conversation that can help protect the years ahead.

Address

Overland Park, KS
66210

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm
Saturday	9am - 3pm

Telephone

+19137872264

Website

facebook.com

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