Dec 30, 2008 |
Brian Drake of Drake, Saunders & Diwinsky in Orleans named first Master Elite IRA Advisor in Massachusetts
Principal of Drake, Saunders & Diwinisky receives accreditation
SOUTH ORLEANS - Brian Drake, RFC, Principal of Drake, Saunders & Diwinsky, a Retirement Planning Company, located in South Orleans, MA has been named the first Master Elite IRA Advisor(tm) in Massachusetts.
A Master Elite IRA Advisor must have been accredited as an Elite Advisor for at least two years as a member of the Ed Slott's Elite IRA Advisor Group(tm) developed specifically to help retirement plan owners structure those assets in a tax efficient manner avoiding many of the common mistakes made by many investors. Mr. Drake has become one of the few highly trained and recognized leaders in this field.
"I am excited about being named the first Master Elite IRA Advisor in Massachusetts as it will help me protect and preserve my clients' assets even better while still offering the potential of gains in the future." - Brian Drake
Brian Drake, Master Elite IRA Advisor(tm), is extremely well versed in retirement planning activities such as 401k's, IRA's, Roth-IRA's and 403b's while at the same time knows a number of sophisticated strategies to minimize taxes and in some cases transfer those retirement assets using special trusts for the benefit of children or grandchildren.
Brian Drake says: "I am excited about being named the first Master Elite IRA Advisor in Massachusetts as it will help me protect and preserve my clients' assets even better while still offering the potential of gains in the future."
"These past few months have been tough for many people. But I am very pleased to say that many of our clients have not lost one penny of their principal because of the unique methods we use. Better yet, they are now well-positioned to share in any upturn in the market should that occur in the near term."
Drake, Saunders & Diwinsky is a Cape Cod based company that also does business in Southeast Massachusetts and other locations south to include Florida. It specializes in providing clients with peace of mind by helping them protect their assets before, during and after retirement.
To request a free booklet on IRA distribution mistakes or to set up a free one-hour consultation, please contact Drake, Saunders & Diwinsky, 399 Route 28, PO Box 489, South Orleans, MA 02662. Telephone 866-842-7722 or email info@retirementmoney.biz.
Release courtesy of Drake, Saunders & Diwinsky.
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