Precision. Security. Peace.
Helping People Retire With Confidence
Building wealth that lasts, protecting it from risk,
and ensuring your money outlives you.
Reduce Your Financial Risk In Retirement
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Our Financial Services
What We Do For Clients At Dray Retirement Solutions
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike.
Let us get to work on a plan for you.
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward.
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – tax-free and guaranteed!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.
Medicare & SSC
Medicare? It’s like alphabet soup: Parts A, B, D… then plans like G, N, and more. All those letters can feel overwhelming. That’s why having someone in your corner, someone who knows the ins and outs, makes all the difference. I’m here to cut through the confusion, so you pick the right coverage without the headache.
Social Security’s no easier, it’s a government program with its own maze. Figuring out when to start, whether to claim spousal or survivor benefits after losing someone, or how much you’ll actually get? Tricky. But we can fold your exact Social Security outlook right into your retirement income plan, timing it smart, maximizing what you take home, and making sure it fits with everything else.
Together, we keep both simple, so you’re not guessing, you’re set.
Qualified Plan Rollovers
Changing jobs and retiring are two transition times in our lives that can be stressful. Fortunately, we work with people every day who are in the same situation and looking to take control of an employer-sponsored plan or just need help transferring the money to another employer plan. We make a seemingly daunting task easy and are happy to help you with your qualified plan questions and needs.
Here are four things you can do with the money in your employer sponsored retirement plan:
Leave the money where it is
Take the cash (and pay taxes, plus a 10% tax penalty if you are younger than age 59 ½)
Transfer the money to another employer-sponsored plan (if the plan allows)
Roll the money over to a self-directed IRA
Let us help you determine if a rollover is the right move for you!
Meet Jake Dray
Retirement Professional, Wealth Horizon Planner, Retirement Architect Security Curator
I’m a Retirement Architect—someone who doesn’t just plan retirements, I build them to last. For over a decade, I’ve helped people like you turn uncertainty into certainty: growing your savings, shielding them from risk, and making sure your money never runs out before you do.
No sales pitches. No nonsense. Just real, tailored strategies, personalized to your unique goals and objectives and whether you’re years from the finish line or already counting down. My goal? Give you freedom that sticks: a life where your wealth endures, your legacy thrives, and your peace stays unshaken.
Let’s design yours.
This is my family, and family is why I do what I do.
I craft life strategies: protecting your loved ones, growing your wealth and stacking your nest egg so your family's future can remain secure, steadfast and resilient...to whatever life throws our way.
Call me with any questions you may have!
815.793.3403