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Lifetime Income&#160;<br/> Lifelong Guidance

Lifetime Income 
Lifelong Guidance

The Lifetime Income Guy (Robert J. Tracy) can help you create a holistic financial plan with a goal to set you up for success now and in the future. Offering financial services to put you on track for wherever your journey takes you.

 Wealth management designed for your life

Explore Our Services

 A full range of investment and financial planning services and access to a wide array of solutions.

Insurance 

We will work closely with you to provide specific strategies that empower you to plan with confidence

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Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.

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Investment

Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.

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Estate

A sound estate program can help protect your family from the financial consequences of life's unexpected events.

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Annuities

Like bonds, annuities have different classes and risks associated with each type.

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Risk Management

Managing risk is an integral part of pursuing financial security and confidence. Our approach to risk management is comprehensive and tailored to your individual needs.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Financial Learning Center

An educated client is an empowered one. Browse our client learning center and take control of your financial future. Need  help you meet your retirement income goals? Check out this Income Calculator for Index Advantage+ Income®

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Healthcare Costs in Retirement

Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
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Personal Finance Calendar

Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
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The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life&#8217;s Risks
Building wealth requires protection from the forces of wealth destruction.
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Retirement Realities

Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
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What Can You Buy With 529 Distributions?

What Can You Buy With 529 Distributions?
This article can be a helpful guide when begin preparing for education expenses.
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Inventorying Your Possessions

Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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Quotes We Live By

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