About Tracy at Sapphire
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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Investment Planning is the cornerstone to pursue your financial goals.
RISK MANAGEMENT PLANNING
A risk management plan can protect you from financial hazards that occur throughout life.
SOCIAL SECURITY BENEFITS & PENSION PLAN ANALYSIS
Securing the maximum pay out of your pension plan and Social Security benefits…
I create a customized, sound financial strategy with the intent on reaching each of my client’s goals…
Individual Financial Planning
Whether you are starting at a younger or older age, I understand that every individual has a different goal.
TRUST AND ESTATE PLANNING SERVICES
All factors of Estate Planning are essential to provide for your family, including establishing trust funds.