Tracie Burton
FIC, BFA™
State(s) Licensed: AZ, DE, GA, MD, NJ, NY, PA, SC, TX, VA
400 S Greenwood Ave. Suite 302
Easton, PA 18045
State(s) Licensed: AZ, DE, GA, MD, NJ, NY, PA, SC, TX, VA
Let's put your plans in motion
The truth is no matter how much we plan for one version of your story, it just doesn’t always work out the way we planned. We move forward through life, but often have to adjust and redirect due to life’s inevitable change.
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.
I take a unique approach when working with clients: It starts with a conversation about you, your life, and what matters most to you. Placing education first, I provide you with assurance you are headed in the right direction. Reflecting your values and goals, together we design a comprehensive financial plan that provides confidence you can build the life you aspire to live.
As a first step, I can provide you with an initial one-hour consultation, with no obligation and no cost. The time we spend together will help me to understand as much as possible about your situation, answer any questions you have about me and my services, and enable you to develop a better understanding of the financial issues in your case. If you have questions as we work together never hesitate to reach out.
At Thrivent, we don’t see money as just a goal but a tool. And when used wisely it can have a profound impact on individuals and communities.
My goal is simple: to help clients form better relationships with money and lead more generous lives.
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