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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

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.

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Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
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Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
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Life Insurance Myths: Debunked

Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
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Social Security: By the Numbers

Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
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Saving for College 101

Saving for College 101
Here’s a crash course on saving for college.
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Do Our Biases Affect Our Financial Choices?

Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
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Quotes We Live By

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