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Title: Certified Financial Planner™
Business Address: 6115 Stacy Trail (main office) Stacy, MN 55079
Phone: 651 674-7920
Email: traceys@focusfinancial.com
Website: www.thesimonsongroup.com

Products and/or Services I Provide:

Tracey believes that knowledge is power therefore her approach to financial planning has a strong foundation based on education. She takes a complex topic and boils it down to an easy to understand language to ensure you fully understand your options and choices. Life is full of changes. Whether you are…

• Saving for Retirement
• Retirement Income
• Selling your Business
• Job Transition
• Divorce
• Funding Kids in College

Or any other matter that involves making a financial decision… Tracey can help you make sense of it all and then help you to make wise financial decisions.

Securities offered through Royal Alliance Associates Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor. Entities listed are not affiliated with Royal Alliance Associates, Inc. Not FDIC Insured – No Bank Guarantee – May Lose Value.

Why should others buy from me? How do I differ from my competition?

Tracey helps you make sense of the financial aspects of these changes – all with an honest, straight-forward and sensible approach that is easy to understand.

My Background Education Experience Etc:

Tracey has over 25 years of industry experience. In 2007 she earned the professional designation, CFP®, Certified Financial Planner™. These are certification marks owned by the Certified Financial Planner Board of Standards, Inc. which is awarded to select individuals who successfully complete the CFP Board's initial, stringent and ongoing certification requirements.

She has been in the North Branch area for 17 years and is very active in the community. Tracey has served as the President for the North Branch Chamber of Commerce, participates in the North Branch and Pine City Community Education Programs, and supports the Pine Technical College Foundation Board.