Tony Drake is an insurance agent, CERTIFIED FINANCIAL PLANNER™ and an investment advisor representative. Tony is able to discuss insurance, securities and conduct fee-based planning. Many insurance agents do not hold the licenses and registrations necessary to perform these same services. You must ensure you adjust your practice to the licenses and registrations you hold.
This website is designed for financial professionals who may contract with or are already contracted with Loft Financial Advisory Group.
Tax and Legal Disclosure
This website is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Loft Financial Advisory Group, its affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.
Producer Registration Disclosures
An insurance agent may not appear, directly or indirectly, as a financial planner, investment advisor, consultant, financial counselor, or any other specialist engaged in the business of providing financial advisory services relating to investments, real estate, college funding, tax matters, social security, or trust and estate matters when such person is in fact engaged only in the sale of policies.
You must ensure you hold the proper licenses and registrations necessary to discuss securities products and/or perform fee-based financial planning. You should consult your own legal counsel and the laws in each state in which you conduct business and understand completely what is considered investment or securities advice. You must also comply with all requirements of all entities under which you are registered to do business.
Third Party Vendors Disclosure
Loft Financial Advisory Group is not affiliated with third party vendors mentioned in this website nor do we guaranty the accuracy or quality of their services. Although we may promote and/or recommend the services offered by these companies, financial professionals are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker/dealer and registered investment advisor, if applicable, and the insurance carriers they represent.
Third Party Links, Information and Opinions Disclosure
The third party links, information, and opinions included in this website are provided as a service to you. They have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Loft Financial Advisory Group. The material is being provided for information purposes only and is not a solicitation for the purchase of any product. The information is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the particular needs of clients. Financial Professionals should ensure they continue to follow the current policies on the use of any advertising, third-party materials and/or social media as required by their broker/dealer and registered investment advisor, if applicable, and the insurance carriers they represent.