Plan For Your Future

There is no one "best place" to put your retirement money because each individual and couple has unique needs, different tolerances for risk, and need their money at different times.

Save Money

Avoid Mistakes

Save Time

About US

Who We Are

We are not just financial analysts and number crunchers. We are real people, with a plethora of life experiences that has led us to want to do better for our clients.

A look at our key personnel, their experiences and who they are.

WHAT WE DO

Complete retirement planning at any age. We specialize in providing strategies and guidance for those who are seeking a better life-style in retirement. Like many people, your retirement may last as long as 30 years and you simply cannot afford to make mistakes with your retirement assets and run the risk of ruining your lifestyle during your leisure years. We help individuals and couples, at all economic levels to achieve their financial and long-term goals for their assets.

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Why Choose Us

Smart Investing with Smart Ideas

Professional

Privacy

Teamwork

Support

Our Service

WHAT WE OFFER

Retirement Planning

A few Question get will started

Life insurance

Whole life, Index Universal or Term

Legacy Planning

Plan for your beneficiaries

Complete Financial Analysis

A deep dive into your financial health

Long-Term Care

Social Security and Medicare might not be enough

Media Library.

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Question About Your Financial Future?

Whether you are just starting to save for retirement or already retired, we can help you mitigate risk and maximize income streams. Schedule and appointment today.

Testimonial

What Our Customer Say

With us getting ready for retirement it's very important for us to have a person available and Tracie always is!! Taking the time to explain all of our questions. We feel at ease that our retirement will be secure.

My husband and I have been clients of Lampson Retirement Solutions since 2015. Tracie's knowledge of retirement solutions is second to none and she makes navigating the retirement planning process much less stressful. Whether you are investing 100K or millions, every client is treated with the same level of respect and consideration. We have referred family and friends to Tracie.

We are living in interesting times right now and my investments are the safest bet with Tracie. I have been with Tracie since 2012 and I have in excess of $3 million that she is managing for me and so far! have not regretted a single thing. I can assure you that you will wake up every morning and not worry about where the market is going.