Broker Check

Different by Design

Your Partner for the Long Haul

Your Partner for the Long Haul

We listen to understand where you want to be and then walk by your side to help get you there. We help to keep you on track and as things change, we’re always here to help—whether it’s an investment in your business or a decision to buy a second home. We’ve got you, and we will be your dedicated partner for every major milestone.

Holistic Financial Planning that Fits

Holistic Financial Planning that Fits

Every client is different. That’s why, before we recommend anything, we get to know you. We ask questions about what’s important to you—your goals, your needs, your dreams, priorities, and more—to better understand how to make your money work best for you. Then we put it all together with a holistic, highly personalized approach to financial planning. We listen to understand where you want to be and then walk by your side throughout your journey. As things change, we’re here to help.

Meaningful Advice That’s Made for You

Meaningful Advice That’s Made for You

We are always focused on what matters most—you. This enables us to deliver advice tailored for your situation, so that you can enjoy the comforts and freedom you’re working so hard to achieve. While crafting your plan, we consult with our team of specialized professionals—attorneys, CPA's and analysts--to optimize every recommendation and give you the guidance you need to pursue success.

Seasoned Guidance for Your Success

Seasoned Guidance for Your Success

We provide seasoned advice stemming from over two decades of experience. Beyond experience, our lead advisor is a CERTIFIED FINANCIAL PLANNER™ with a masters degree in Engineering. The CFP® designation is a distinction shared by only 20 percent of financial advisors and as such, we adhere to a code of ethics, high standards and education requirements that are not applicable to most advisors. It also means that we are a fiduciary who is not only uniquely qualified—but are legally bound to work in your best interest and will only recommend solutions that are the right fit for you.

What Does it Mean to Be a CFP®?

The CFP® designation is a mark of excellence – it’s your assurance that the financial planner you’re working with is someone who is not only competent but committed to high professional standards. A CERTIFIED FINANCIAL PLANNER™ professional must master a list of nearly 100 topics on integrated financial planning in a variety of major planning areas followed by a 2-day, 10 hour, Board certified exam. Once awarded the CFP® designation, they must continue to meet a set of rigorous standards and agree to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with clients. Tracee has been a CFP® for over 14 years. Learn more about what that means, here.

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  • Fiduciary Duty

    At all times when providing Financial Advice to a Client, a CFP® professional must act as a fiduciary, and therefore, act in the best interests of the Client. The following duties must be fulfilled:

  • Duty of Loyalty

    A CFP® professional must:

    i. Place the interests of the Client above the interests of the CFP® professional and the CFP® Professional’s Firm;

    ii. Avoid Conflicts of Interest, or fully disclose Material Conflicts of Interest to the Client, obtain the Client’s informed consent, and properly manage the conflict; and

    iii. Act without regard to the financial or other interests of the CFP® professional, the CFP® Professional’s Firm, or any individual or entity other than the Client, which means that a CFP® professional acting under a Conflict of Interest continues to have a duty to act in the best interests of the Client and place the Client’s interests above the CFP® professional’s.

  • Duty of Care

    A CFP® professional must act with the care, skill, prudence, and diligence that a prudent professional would exercise in light of the Client’s goals, risk tolerance, objectives, and financial and personal circumstances.

  • Duty to Follow Client Instruction

    CFP® professionals must comply with all objectives, policies, restrictions, and other terms of the Engagement and all reasonable and lawful directions of the Client.

    Tracee has been a CFP for over 13 years. Learn more about what that means, here.

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