The FINANCIAL ADVOCATE APPROACH
Finding financial leadership and accountability today is more important than ever before. At Drake Financial, we’ve developed a unique process, The Financial Advocate Approach (TM), to clarify confusing financial decisions and to deliver wealth-building strategies for our clients. Let us help you build your financial future.
We know that you have unique financial goals and that success in reaching these goals requires an understanding of your priorities. The first step in our process is a conversation about your vision for a financial future, and establishes a framework for moving forward together.
We Are Thorough:
Because of our experience and industry knowledge, we can transform vision, into measurable results. The Strategic Wealth Plan allows us to outline the financial solutions we have tailored to meet your financial objectives.
We Follow Through:
Our team is actively involved in your financial goals. Upon establishing your plan, we will meet to outline your account statements and provide web training for the online component of your account maintenance. This personalized attention provides an added level of service for each and every client.
We Measure Growth:
In reflecting on the year, we will review results and establish new goals. This allows us the opportunity to evaluate your progress and identify opportunities ahead. Always available, we provide reliable support and guidance throughout the course of your financial planning.
We Deliver Dedicated, Customized Financial Guidance:
Contact Us at (248) 731-7083