Broker Check

1302 West Milham Avenue, Portage, MI 49024

(269) 329-0010
Join Our Team

Passionate Pursuit of Financial Independence

Find An Advisor

What We Do
We provide the education for families to make the right decisions to achieve financial independence.

We help break down complex financial topics into simple, easy-to-understand concepts — guiding you through everything from saving and investing to planning for retirement. Our goal is to empower you to make informed financial choices through education and then match you with the right financial solutions that can help you take control of your financial future.


Who We Serve

We work with individuals and families who are ready to take charge of their financial future. Whether you're planning for retirement, saving for your children's education, or navigating major life changes, we’re here to provide personalized guidance every step of the way.

How We Help
Client-Focused Planning Process

At Drake Fiancial Group, we work with you to determine the method of investing most appropriate to meet your goals based on your individual circumstances and personal objectives.

  This process has been developed to focus on key beliefs to help clients develop and implement an investment plan. By following the process, together we can:

  • Evaluate the level of risk in your current program
  • Determine whether any changes could help improve your financial situation
  • Implement changes as needed
  • Help keep you on track to reach your goals
Step 1 – Discovery

Step 1 – Discovery


Discovery:

This step involves learning about you. Understanding who you are, what is important to you, then identifying and prioritizing your goals.

Learn More
Step 2 – Analysis and Development

Step 2 – Analysis and Development

Analysis and Development:

Here, we analyze the information gathered in Step 1. We have access to tools and resources that enable us to run a variety of allocation and investment scenarios providing you with a deeper understanding of your finances and possible future outcomes.

Learn More
Step 3 – Decision-making and Implementation

Step 3 – Decision-making and Implementation

Decision-making and Implementation:

Sound decisions are based on facts and careful research, not emotions. Building on Steps 1 and 2, we will identify an investment strategy that aligns with your objectives and risk tolerance.

Learn More
Step 4 – Staying on Track

Step 4 – Staying on Track


Staying on Track:

Circumstances can and will change for clients. Whether your goals and objectives have evolved, you’re worried about market volatility, or you’d just like reassurance that you are on the right path, we are committed, to being available to you. If you think it might be time to make changes, we can start the process again to help keep you on track.

Learn More

Our Core Beliefs

Trust

Developing trust is a critical first step in building client relationships. At Drake Financial Group, we want each client to feel confident that they are in control and have the information they need to make informed decisions about how and where their money is invested.

Communication

Good communication is paramount. Your advisor will listen carefully to your goals, your passions, your dreams. This will allow your advisor to formulate a strategy that is designed for you. We are committed to your financial education. We will teach you what we are learning so you can make informed decisions about your financial options.

Integrity

At Drake Financial Group, we practice what we teach. The principles, tools, and strategies we use with clients are the same as we use for our personal finances.

Transparency

We believe in transparent disclosure of the fees associated with your investments. Advisor compensation, along with any other expenses to be incurred by you, will be clearly explained in advance of any commitment on your part.

Respect

Each advisor at Drake Financial Group will always respect your intentions and your decisions. Our role is to guide and educate — not to pressure. We’re here to provide the knowledge and support you need to make informed decisions with confidence. 

Access

Each advisor at Drake Financial Group will be a valued resource to you for financial information. Your advisor will be available to meet with you to review your investments when needed. You will set the frequency of our visits at a level that is right for you. Your advisor is only a phone call away whenever you would like to discuss your investment plan.

About Us
Our Team Is Your Team

At Drake Financial Group we take pride in customer service. We believe in open and active communication. Sonnie leads our efforts to provide you with the highest quality of service.

Meet The Team

We Want To Hear From You

Have something on your mind? Whether it’s a quick question or a big decision, we’re here to talk it through. Reach out today — we’re ready when you are.

Schedule a Call