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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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Social Security: The Elephant in the Room

Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
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The Basics of Medicare

The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
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How Retirement Spending Changes With Time

How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
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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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Bursting the Bubble

Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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Quotes We Live By

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