Tracy Lee Kroggel Francis

Life and Health Services

Meet Our Team - Professional and Welcoming Group at a Conference Table Faces the Camera, Team Leader Sitting on the Table with Arms Folded

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A Message from Tracy: In this age of up and down investment markets, uncertain retirement outlooks, and ever-changing financial products, many clients feel overwhelmed. Some are simply too busy. Others want a professional advisor to help them create a game plan or tactic for their financial needs and concerns. By determining your wants and needs and walking thru your options, we will design (together) a strategy to better ensure the completion of your dreams.

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