I work primarily with business owners and attorneys who want to feel confident that their money is growing, and they always have the resources to do what they want, even with circumstances outside of their control.
How Business Creates Value:
What I do is help business owners and attorneys feel confident that they are proactively building their wealth and that they are doing everything they can to position themselves for financial success.
How Member Creates Value:
I love to connect my clients with trusted resources. As a Financial Specialist that evaluates my clients every financial situation, I am regularly referring to mortgage lenders, realtors, CPAs, estate planning attorneys, property/casualty representatives, business brokers, and more.
Who is your PERSONAL CFO?
Hi, my name is Tracy and I have found that business owners and female attorneys witness so many unexpected life events unfolding daily; lawsuits, injuries, divorce, turnover just to name a few. The last thing they need is to have that instability happen in their own financial life. But they don’t have to become a financial expert because they shouldn’t…and neither should you.
Many of my clients refer to me as their personal CFO, helping them make financial decisions so they don’t have to. You are already putting everyone else first. Worrying about all the “what-ifs”; Am I properly investing? Am I taking too much risk? What about my kid’s college fund? Or that down payment on the house we want? You should not have to become a financial expert or your own CFO.
Are you trying to "do it all"?
If you’re a business owner or a partner at your law firm, I can only imagine the stress levels that you experience compared to what others experience. Working late nights away from your families, dealing with expectations, and trying to ensure your family’s future, there is just no time for you to be “optimizing” your financial decisions every step of the way. Maybe you are looking to create the best possible outcome for when you are ready to retire, sell, or pass down your business?
I can help! That’s what I do!
Or maybe you need help making the financial decisions to get what you want out of life? A luxurious vacation? A gorgeous new home? More time with the ones you love?
I’ve got you covered too!
I am passionate about helping people like you, because I know the stress you carry. Don't carry this financial burden as well.
We make financial decisions together, but I do all the work to make it all happen while you focus on YOUR business and/or career.
I'm super passionate about helping leaders like you, because I know the kind of stress that you go through every day. And you don't have to go through that same stress when it comes to your money.
Sign up for a complementary 1-on-1 call with me here: https://bit.ly/3nJSIkD
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0I13563. 2022-142835 Exp 8/24