About Us

Dennis Drake, CBC, LACP


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.

Dennis is also a member of the BBB, the National Ethics Association, Estate Planning Council of Delaware, Delaware Senior Resource Network, Delaware Small Business Chamber and finally the National Association of Insurance and Financial Advisors where he served on the board as the Political Action Committee Chairperson for over 18 years. He has won “Best of Wilmington” in the category of Retirement Planning for 5 strait years.

Email Address dennis@theiraguys.com

Contact Number: (302) 472-4897

Schedule Your Appointment with

Dennis Drake, CBC CFC