Mark Drake Jr Email & Phone Number

Mark is a Financial Advisor with expertise in working with Managers, Healthcare Industry Professionals, and Veterans with a strong focus on helping them achieve their personal financial goals and build wealth with a tailored approach. His family business has operated in western Michigan for over 30 years. Having served in the US Army for 8 years, he is aware of specific financial challenges (and benefits) that exist for service members and their families. As veterans, it is often difficult to make sense of everything that is at our family's disposal. He can help you with things like; understanding how your VA disability can impact your taxes, ensuring you have enough savings to retire, and buying or refinancing a home using a VA loan.He also helps individuals identify their primary risks in retirement and develops a process to help them avoid market downturns while protecting their life savings.►►► Are you a Manager or work in the Healthcare Industry, working hard to achieve your personal income and retirement goals?Chances are you are busy fighting fires and dealing with the challenges that come with your position. Most professionals spend long hours helping their company and projects become successful, but lose sight of their personal financial freedom goals.As a result, they unintentionally end up working more years than they planned to before retirement.Have you thought about the following:►If you lost your job today (management have among the highest churn), how much in savings do you have and how does this impact your retirement plan?►Have you recently assessed your portfolio to see how would it perform if we were to face another market downturn such as the one from 2008?►Do you know when you can retire or how much money you would need to retire comfortably to maintain the lifestyle you aspire to?These are some of the many questions that I can help you solve.If you need help with this, feel free to reach out at markjr@drakefg.com

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  Western Michigan University