Do You Know Your Expected After Tax Retirement Income?

Will It Be Enough?

Services

Our goal is to help you achieve your financial goals, whatever they may be.

As your fiduciary and trusted advisor, I treat all my clients like family, and I would do anything for my family.

Invest and Build Wealth



Debt Elimination

Protect Your Life, Income & Family

Pay Less For Expenses

College Funding

Plan For Retirement

About Me

Hi, I'm Tracey Lipnicki

My goal is to help you build more wealth, maximize income, minimize taxes and pay less on expenses to support you in achieving your financial freedom.

I’ll assist you to accumulate and protect your wealth including: retirement income maximization; debt reduction and Debt Free Life; insurances for life, health, wealth and income protection; estate and legacy planning, college funding, budgeting and bills negotiation.

The Lipnicki Agency is part of the Symmetry Financial Group of Companies

We believe in listening.

We learn your financial goals, fears and hopes.  We're here to help you create a plan for your idea of FINANCIAL FREEDOM and then support you to make it reality.