CLIENT TESTIMONIALS
Real stories of how personalized financial strategies have transformed lives and helped clients achieve their financial goals.
As a recent client of yours, I can say how easy it was to schedule and work with Trace. I’ve been in the hunt for a living will/estate planning and wanted a little guidance without needing to have lawyers involved. Thank you, Trace!!! I know you will do amazing things and you’re set up for success! Kick ass, Queen!
- Lacey T
Tracey sat down to help me plan out my financial future and she educated me about all the different options available so I can feel good about retirement. I chose to rollover an old 401K account into a fixed annuity. The process was simple and easy and it didn’t cost me anything to have this done. Highly recommend talking to Tracey! She’s very knowledgeable!
- Troy D.
Let's Work Together
Whether you’re ready to take control of your financial future or just want to explore your options, I’m here to help. Let’s turn your dreams into a reality—one smart financial decision at a time.
Feel free to contact me to schedule a one on one complimentary consultation, or explore my resources to get started.