Up North Retirement

Up North Retirement, led by Tracy, specializes in providing safe money solutions for pre and post retirees. Their mission is to offer financial problem-solving that eliminates guesswork, with the ultimate goal of delivering peace of mind and financial freedom to their clients. Tracy is known for his dedication to educating others about retirement savings and his exceptional technical knowledge in the annuity space. He is committed to doing what is right for his clients, even if it means drawing a line in the sand and facing implications to himself. This commitment to ethical practice and client advocacy sets him apart in the retirement space. Tracy and his team, including Alisha, are patient and helpful in guiding clients through processes, even allowing changes to annuity terms to better suit clients' needs. As a CPA specializing in retirement planning, I have learned a great deal from Tracy and can attest to his unparalleled expertise and dedication to his clients.