Tracey Simonson, CFP®, believes you should have a plan. After more than 28 years in financial services, having a plan has shown itself time and time again to be the key in accomplishing success in financial planning for Tracey’s clients. However, having a plan is easier said than done, and that’s why Tracey works hard to earn her clients’ trust by showcasing her experience, expertise, and her approach.
Tracey encourages her clients to embrace her vision of financial planning: Plan – Focus – Achieve
PLAN: Get Organized and Set the Course. Tracey and her team work to understand where you are now, and where you want to go. Then she can lay out the path to help you get there, using a variety of tools to help pull all pieces together.
FOCUS: Stay on the Path. Tracey’s experience and expertise will guide you on your financial planning journey. She’ll be able to answer your questions along the way, and offer insights because of her extensive training and years of service in the industry.
ACHIEVE: Working towards Independence. Tracey’s goal is to help you reach your financial goals. She believes in the importance of working with a financial advisor and starting with a plan. Together, you’ll set goals and then strive to achieve financial independence.
The Simonson Group specializes in Investment Management, Retirement Planning, and Financial Education. Contact us today to schedule your complimentary financial review.
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Main Office: By Appointment:
First State Bank of Stacy First State Bank Wyoming
6115 Stacy Trail 26741 Felton Ave.
Stacy Minnesota 55079 Wyoming, MN 55092
Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Focus Financial Network, Inc. Entities listed are not affiliated with Royal Alliance. Securities products and services are not FDIC Insured – No Bank Guarantee – May Lose Value.