Hi, I’m Drake Turner.
Fiduciary Investment Advisor Representative & Insurance Professional in Life, Health, Long Term Care, Annuities
For over five years, I have been dedicated to helping people plan for their retirement. I thrive on finding solutions and educating others to empower them in their retirement decisions for their future. I find that a constant educational pursuit for myself in today's ever changing climate is not only a benefit to my clients, but also my family and dearest friends.
One of my greatest passions is traveling the world with my loved ones. In 2026, I plan to take my Mother to Greece & my Family to Vietnam.
My Approach
So many times throughout my childhood I had an experience where a bit of planning ahead would have gone such a long way. I found people don’t always plan ahead because they think they don’t have the time or the means to do so. I am here to show you that everyone can plan ahead and work with what they have to help themselves and their families achieve a successful retirement. I am extremely solution oriented. What I found is that Insurance and Financial Planning allows families to handle upsets when life throws them your way.
I love working with families to ensure they can have the Peace of Mind that their Healthcare and Financial Wellness are safe and Secure.
Qualifications
Licensed and Insured In Colorado
Series 65
State License for Life/Health
CLTC
Credentials
Fiduciary Financial Advisor
Insurance Licenced in Health, Life, Annuities & Long Term Care
Bachelors in Economics & Finance from Colorado State University
Life, Accident, and Health License - Colorado Department of Regulatory Agencies
Long Term Care Certification
Annuity Certification