How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Tracy L Edwards

Tracy L Edwards

CFP®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Tracy L Edwards's website

Team

Michelle R O'Mara

Michelle R O'Mara

Paraplanner

Qualifications

  • Fully licensed with over 10 years industry experience

Roles & Responsibilities

  • Financial planning data collection and inputs
  • Transaction processing
  • Advanced client service issues
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Lori Hickey

Lori Hickey

Administrative Assistant

Roles & Responsibilities

  • Scheduling
  • Basic client service issues
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