At S.M.A.R.T. Tax Free Retirement we specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
STFR does not provide Securities or Investment advice and any such advice required should be obtained from a qualified professional. STFR does not engage as a RIA or an IAR and does not offer stocks, bonds, mutual funds, stock advise, etc. as we are NOT securities licensed.
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Meet Dennis Drake, CBC, LACP
ED SLOTT MASTER ELITE IRA ADVISOR
Dennis Drake, financial entrepreneur and president of SMART Tax-Free Retirement Planners. He believes in making your money work hard for you right now. Dennis entered the financial services business in 1989. He has earned the designations of, Chartered Benefit Consultant, Certified in Social Security Claiming Strategies, Life and Annuity Certified Professional, Ed Slott Master Elite IRA Advisor, In Service Alternative Rollover Specialist, and is a teacher for the National Society for Financial Educators and the Society of Financial Awareness and the Delaware Money School.
Touting his own matchless brand of unconventional planning, Dennis has quickly amassed a significant client base made up of smart investors who, like himself, could see there was a better way to achieve a lucrative retirement than the typical cookie-cutter plans. […]