As an independent financial planner and Certified Long-Term Care Consultant (CLTC(R)) in Charlottesville, VA, I provide tax-efficient financial education and management services to assist individuals and their families in meeting their personal and professional financial goals. There are a lot of options out there, and it can be difficult to determine the best path to reach your objectives.
Whether you are just beginning to save for your children's college fund, starting a business, or nearing retirement age, I am here to help you get there worry-free. When it comes to your financial future, you don't have to go it alone.
Whether you are just beginning to save for your children's college fund, starting a business, or nearing retirement age, I am here to help you get there worry-free. When it comes to your financial future, you don't have to go it alone.
Services
My goal is to create a tax-efficient strategy that protects your assets and helps you accumulate financial wealth. The products and services I offer include health, life, disability income, and long-term-care insurance protection; annuities; asset accumulation strategies; and retirement planning. I am committed to assisting you with insurance and financial planning options to ensure you and your family are prepared and protected.
I offer a range of financial products and services to help individuals and small businesses in the Central Virginia region pursue their financial goals. Once your goals are established, I develop appropriate strategies and a customized, tax-efficient financial plan specifically for you. I will walk you through the process each step of the way to ensure it meets your vision and objectives.
As an independent financial planner, I am dedicated to providing you with clear, easy-to-understand information about financial products and services so that you can make an informed decision that feels right to you. I am licensed to provide a variety of personal and professional financial planning options.
Join us as we meet the first Tuesday of each month at 11 am at The Center. If you would like to participate and feature your senior service, please email tracy@tracymeade.com. Many seniors want to remain in their homes for as long as possible. Should the need for extended care arise, do you and your family have a plan?
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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