ABOUT US
About Tracy at Sapphire
Investment Services
Tracy has 17 years of Financial Services experience. Throughout her career, Tracy has gained extensive knowledge of the Financial Industry. She began her career as a bank teller, quickly advancing into a personal banker role and then onto management. Tracy found her passion as a Financial Advisor where she has been able to provide guidance to clients for the last several years.
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MAIN SERVICES
Financial Services
INVESTMENT PLANNING
Investment Planning is the cornerstone to pursue your financial goals.
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RISK MANAGEMENT PLANNING
A risk management plan can protect you from financial hazards that occur throughout life.
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SOCIAL SECURITY BENEFITS & PENSION PLAN ANALYSIS
Securing the maximum pay out of your pension plan and Social Security benefits…
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RETIREMENT PLANNING
I create a customized, sound financial strategy with the intent on reaching each of my client’s goals…
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Individual Financial Planning
Whether you are starting at a younger or older age, I understand that every individual has a different goal.
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TRUST AND ESTATE PLANNING SERVICES
All factors of Estate Planning are essential to provide for your family, including establishing trust funds.
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