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Let's Start the Conversation

There is no cost and no obligation for an introductory call. Reach out today and let's talk about your financial goals.

Contact Information

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Office
433 Plaza Real, Suite 335
Boca Raton, FL 33432
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Office Hours

Monday - Friday9:00 AM - 6:00 PM SaturdayBy Appointment SundayClosed

Evening appointments available upon request. All times Eastern.

Existing Client?

Access your account, review your plan, and manage your policies through the secure client portal.

Send Us a Message

Fill out the form below and we will be in touch within one business day.

Your information is kept strictly confidential and will never be shared with third parties. By submitting this form, you consent to being contacted by Christian Drake regarding your inquiry.

Common Questions

Frequently Asked Questions

Is the introductory call really free?
Yes, completely. The first conversation is always complimentary with zero obligation.
What states can you work with clients in?
We work with clients in any state. Reach out and we will make it work.
How long does it take to put a plan together?
Most clients move from introductory call to a proposed strategy within one to two weeks. Implementation typically takes two to four weeks more.
Can we meet virtually?
Absolutely. We work with clients in person in the Boca Raton area and virtually across the country.
I'm just starting out financially. Is it too early?
It is never too early. A young person's greatest financial advantage is time and the power of compounding.
What should I bring to our first conversation?
Nothing is required for the first call. Come with your questions and a general sense of your financial situation.