Tracy Piontkowski

ChFC, RICP

Office: (920) 231-8526
Mobile: (920) 410-0969
E-mail:
 

 

Tracy Piontkowski ChFC, RICP

 

 

 

 

 

 

 

 

 

 

 

 

Why?/What?

I'm a financial professional who uses a comprehensive approach working to help clients create and seek to grow wealth, manage and preserve their wealth, and distribute it in the most tax sensitive way in life and death.

How? 

I commit to knowing:

  1. Your current situation
  2. Your goals and values
  3. Your feelings
  4. Your destinations
  5. Your Family dynamics

I will bring you ideas, suggestions, alternatives, and will work in your best interest.

  • Estate - Manage personal affairs while you're alive and control the distribution of wealth upon dealth.
  • Insurance - A well structrued insurance stragegy can help you protect loved ones from the financial consequences of unexpected events.
  • Investments - Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
  • Lifestyle - How to striek a balance between work and leisure is just one aspect of the wide ranging lifestyle matters.
  • Money - Managing your money involves more than simply making and following a budget.
  • Retirement - Steps to consider so you can potentiall accumulate the money you'll need to pursue the retirement activities you want.
  • Tax Stragegies - Understanding tax strategies can potentially help you better manage your overall tax situation. 

Professional Designations - 

ChFC, RICP

Tracy has been in the financial services industry since 1992. He is currently acting as an Investment Advisor Representative through Cetera Investment Advisers, LLC. He brings small town values and integrity to every relationship.

Tracy attended the University of Wisconsin - Oshkosh graduating with a BBA in finance in 1985. 

Series 6, 63, plus life and health

Personal - 

Tracy is married to Katherine, them make their home in Oshkoah and share it with their black lab Ula. Tracy has skied the American Birkebeiner cross country ski race 25 times and also like to bike- road, gravel, and his new favorite mountain. He is also an avid outdoorsman and spends his time outside hunting, fishing, hiking, and gardening. Tracy and Katherine also love to cook together and go to live music.