Dennis Drake, CBC,CFC,LACP,ISAR - SafeMoney.com

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Delaware

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SMART Tax Free Retirement President
Address:
205 Philadelphia Pike Wilmington DE 19809

Phone: 302-472-4897

Mobile: 302-633-4100

Website:

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S.M.A.R.T Tax Free Retirement was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. We have an in-house estate planning attorney, Jack Denny, with over 40 yrs. experience. We also have an in-house accountant, Mike Finnigan, with over 35yrs experience. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Our company is based on the principle that education and understanding of one's current financial situation is vital to successfully make prudent decisions concerning one's future financial condition.

Dennis Drake, CBC, LACP, ED SLOTT MASTER ELITE IRA ADVISOR

Dennis Drake, is a 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 (A+ rating) , the National Ethics Association, 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 straight years. He also recently received the 2018 Excellence Reward for “Retirement and Tax Planning”.

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