Drake and Associates, LLC

06/05/2026

Curious about AI? 💡
Join us for Artificial Intelligence in Everyday Life, a practical session designed to help you understand and confidently use AI.
📅 Wednesday, June 24th
🕒 10:00 AM
📍 20965 Crossroads Circle, Waukesha, WI 53186
SIGN UP HERE: https://drakeandassociates2.ac-page.com/624-ai

Learn what AI is, how it works, where it already shows up in daily life, and how to use it safely. We'll cover practical applications, common pitfalls, privacy tips, and how to spot AI-related scams and misinformation.

Perfect for anyone who wants a better understanding of today's technology—no technical experience required.

Reserve your spot today! ✅

05/26/2026

May is Older Americans Month and in his latest Kiplinger, Tony Drake, CFP®, shared why planning ahead for these costs is an important step in protecting your assets as you age.

It's never too early to discuss how to pay for long-term care — and as May is Older Americans Month, let's do it now, so you can rest easy in your golden years.

05/14/2026

Meet some of the newest faces at Drake & Associates! 🎉
We’re excited to grow our team with talented people who are passionate about helping families build confidence in their financial future. Get to know our newest team members through a few fun facts! 👏

05/10/2026

Happy Mother’s Day to all the incredible moms, grandmothers, and mother figures who lead with love, strength, and endless support. 💐

Today, we celebrate the women who inspire us every day with their care, wisdom, and dedication, both at home and in our communities. Thank you for all that you do. 💙

05/08/2026

As many women are living longer and often prioritizing family over their own needs, there has never been a more important time to make sure the women in your life are taking care of themselves. This is especially true for their finances.

Tom Neumann joined CBS 58 to share the different ways you can help the women you care about boost their financial knowledge and freedom.

👉 Schedule your complimentary consultation here: https://bit.ly/4suYbvfWith the rising cost of groceries, gas and other everyday expenses, it may be temptin...

05/05/2026

Last week our team had the opportunity to step away from the day to day and enjoy some time together in Cancun. Great conversations, plenty of laughs, and a well deserved chance to recharge ☀️🌴

04/29/2026

Celebrating two amazing milestones🎉 First, a huge shoutout to Tony, our Founder & CEO, on 24 years of leadership, vision & building the foundation of who we are today. And congratulations to Tiffany, our Event Manager, on 2 years of bringing creativity & amazing ex*****on to the many events we have. Grateful for the impact you both make every day, here’s to many more milestones ahead. 👏 💙

04/22/2026

One of the biggest stressors in a relationship is money. In fact, more than half of couples say it can be a big cause of divorce. 💵 👥 In his latest Kiplinger, Tony Drake, CFP®, shared how having an open conversation about finances can save couples from these arguments and how you can get the conversation started.

An open conversation between you and your partner about finances can help save you from the biggest argument couples have: money.

04/20/2026

Congratulations to Marina on being named our April Duck Award of the Month recipient. 🦆

Marina has consistently gone above and beyond, balancing her core responsibilities while stepping in to support and assist across multiple roles. Her positive, “can-do” attitude and team-first approach have made a meaningful impact.

We’re grateful for her contributions to the CE Team and proud to recognize her hard work and dedication. 💙

04/15/2026

The best part about retirement planning… is having options. 🌟
This Retirement Planning Week, take a moment to think about what you want your future to look like, not just what’s “realistic,” but what’s possible with the right plan in place.
Because retirement isn’t just about stopping work… it’s about designing a life you’re excited to live.
Which one are you choosing? 👇

For informational purposes only. Drake & Associates, LLC is an SEC-registered investment adviser.