• Form View Counter
    Request a complementary meeting today with Brian Drake to discuss how your financial future and the possible role of insurance and investments in your financial strategy!
    Call Us Call Us
    Phone: (508) 945-5050 / info@RetirementMoney.biz / Visit Us!
    Social Security Decisions Report
    Fill out the form below to recieve your free copy!
  • Form View Counter

    We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

    We want to help you achieve your short-term financial goals today, while working toward your long-term goals for the future.

    Drake, Saunders & Diwinsky proudly serves the Boston, Worcester, South Shore and Cape Cod area.

    Drake, Saunders & Diwinsky has been working with friends and neighbors throughout the greater Boston, Worcester, South Shore and Cape Cod area to help meet their financial goals through the use of insurance and investment products. We are an insurance agency rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

    Market fluctuations and economic uncertainty can present challenges for your financial strategy, and  it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust by thoroughly understanding your goals and dreams and helping keep you on the path to financial security through the use of insurance products.

    Contact us at info@RetirementMoney.biz  or call us at (508) 945-5050 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

    Drake, Saunders & Diwinsky, Ltd. is committed to helping you pursue your long-term financial goals. As specialists in retirement income planning and estate conservation, we can help you answer the questions you may have about your financial future.
    Learn More
    To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.
    Learn More
    Why We’re Different

    CUSTOM FIT SOLUTIONS

    PERSONAL SERVICES

    unique financial approach

    ** The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Brian N. Drake is the sole owner of Drake, Saunders & Diwinsky, Ltd.

    ** Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Drake, Saunders & Diwinsky are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.

    ** Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Brian Drake and/or Drake, Saunders & Diwinsky are not affiliated with or endorsed by the Social Security Administration or any other government agency.

    ** Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance product sales, including annuities, life insurance, and long term care insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. IAR is also a licensed insurance agent. In this capacity, IAR may offer fixed life insurance products and receive normal and customary commissions. The client is under no obligation to purchase products through IAR on a commissionable basis. In addition, IAR may receive other compensation such as fixed or variable life trails. The potential for receipt of commissions and other compensation when IAR acts as an insurance agent may give IAR an incentive to recommend insurance products based on the compensation received.

    ** Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer.