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How We Help


After more than 28 years in financial services, having a plan has shown itself time and time again to be one of the keys to help clients reach their financial goals. We work through the financial process with our clients with these three simple steps: Plan • Focus • Achieve

PLAN: Get Organized and Set the Course.

Tracey and her support team work to understand where you are now, and where you want to go. Knowing that, it's much easier to lay out the path with a goal to get there, and Tracey uses a variety of tools to help pull all the 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 specific insights because of her extensive training and years of service in the industry.

ACHIEVE: Realizing Goals

Together with Tracey, we want you to look back and see where you came from and know that you are on the path to achieve your goals with the help of a financial advisor who believes firmly in the importance of starting with a plan.

Tracey Simonson, CFP®, specializes in Investment Management, Retirement Planning, and Financial Education.

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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 not affiliated with Royal Alliance Associates, Inc.
The Simonson Group is not affiliated with Royal Alliance or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states of . No offers may be made or accepted from any resident outside the specific states referenced.

  Not FDIC Insured – No Bank Guarantee – May Lose Value

Royal Alliance does not offer tax or legal advice.


 


Check the background of this financial professional on FINRA's BrokerCheck.