Retirement Income Plans & Strategies
Dennis Drake, Certified Tax and Business Advisor, LACP, CBC, RFPP, CSSPS
The Smart Family Office
As the founder and CEO, Dennis and his team at the SMART Family Office have been teaching business owners, executives, high net worth individuals, retirees and pre-retirees how to reduce and/or eliminate taxes in retirement, protect their assets, set up guaranteed retirement income streams and efficiently pass on their wealth for over 30 years.
Dennis has taught continuing education courses to Insurance Agents, Attorneys as well as CPA’s. He has also done numerous education seminars for the general public and has taught the course “The Power of Zero Taxes in Retirement” at Del-Tech college
You don’t have to spend much time with Dennis to realize why his clients trust their money and their future to him. He is a warm and passionate communicator with a “down home” style who loves to share his financial wisdom and insights. He often hears “I wish I would have met you 10 years ago!”
“I’ve been in practice for 34 years. I am the only financial advisor in the tri-state area that is a Certified Tax and Business Planning Advisor. I’m also one of the only advisors in the entire region that offers a virtual family office practice - that means we offer every facet of financial planning including tax, estate, wealth management, asset protection, legacy planning, retirement, planning, etc. And, as the Managing Director for all of these financial services, I have systems in place that allow me to keep my finger on the pulse of every plan we put in place so that I can ensure predictable success. Teamwork makes the dream work!”