Up North Retirement

Feb 2024

Tracy and his staff member, Alisha, were very patient with me and helpful in guiding me through the processes. Tracy graciously allowed me to change the terms of my two annuities to conglomerate into one annuity.

Sep 2023

I am a CPA who focuses on retirement planning. I have worked with Tracy on various cases and have learned a lot from him. His technical knowledge in the annuity space is second to none from what I have seen.More importantly, he is committed to doing right by his clients. That's an easy thing to jusy say about someone, but I have witnessed on several occasions where he draws a line in the sand and does the right thing for his client, regardless of the implications to himself, where many other agents / advisors would choose to take a higher commission.He is a leader in the retirement space and a great advocate for his clients.

May 2023

Working with Tracy has been a great experience. He's knowledgeable and able to answer questions relevant to my investment. He is certainly someone I would recommend to handle investments.