Our Firm
Drake, Saunders & Diwinsky, Ltd. is committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:
- Will I be able to retire early?
- How much money will I need in order to retire?
- How can I get the most out of my 401(k)?
- Should I have a traditional IRA or a Roth IRA? Are my beneficiaries set up properly to protect them from taxes?
- How can I maximize the return on my investments while reducing risk?
- How can I "inflation-proof" my investment income?
- Should I buy Long-term care insurance?
- How can I ensure that my children receive as much as possible from my estate?
- What do I need to know about wills, trusts, and probate?
- Is a Reverse Mortgage needed to help fund retirement?
- How can I be sure I don't run out of money in retirement?
- How can I increase my income and reduce income taxes at the same time?
We offer financial products and services tailored to your individual needs. Drake, Saunders & Diwinsky, Ltd is committed to you for the long term.
399 Route 28, PO Box 489
South Orleans, MA 02662
Phone: 508 240-2200
FAX: 508 240-1228
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