Tracy Tamura, CLU®️, ChFC®️, ABFP™️

Holistic Financial Planner | Retirement Income Strategist | Legacy & Charitable Giving Advocate

What excites me most is partnering with clients to uncover their unique financial goals, and helping them achieve new levels of success through a customized, holistic planning process.Your plan will be built around three key pillars: growth, risk management, and tax optimization—designed to support long-term financial security and peace of mind, especially throughout retirement. Too often, retirement planning is viewed only through the lens of employer-sponsored plans like 401(k)s and 403(b)s. While growth is important, without proper risk management and tax-efficient strategies, even strong investment returns can be diminished. My goal is to help you preserve more of your hard-earned money, enjoy a confident retirement, and leave the legacy you envision.

With decades of experience in the financial services industry, I’ve developed a deep understanding of the evolving financial landscape and the challenges we all face as we age. I work closely with a trusted network of estate attorneys, tax professionals, and long-term care/Medicare experts to ensure every piece of your financial puzzle fits together seamlessly. I view life—both personally and professionally—as a grand adventure. Recently, I achieved a long-term goal of becoming an Accredited Behavioral Financial Professional™️ (ABFP™️)—a designation that merges my love for finance and behavioral science. On the personal front, I’ve embarked on the joyful journey of becoming a grandmother. These milestones remind me to pause and savor the moments that make life such a treasure. Throughout my career, I’ve had the privilege of collaborating with some of the brightest minds in the industry. I bring that collective insight into every client conversation—and I can’t wait to share what I’ve learned with you. Even more, I’m excited for you to meet the other exceptional members of our team.