{"id":33,"date":"2021-08-06T12:53:28","date_gmt":"2021-08-06T12:53:28","guid":{"rendered":"http:\/\/192.241.193.205\/?page_id=33"},"modified":"2022-01-12T17:59:11","modified_gmt":"2022-01-12T17:59:11","slug":"who-we-serve","status":"publish","type":"page","link":"https:\/\/www.tracadvisorgroup.com\/who-we-serve\/","title":{"rendered":"Who We Serve"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]TRAC Advisor Group Inc. is a fee-based, full-service financial advisory firm serving 401k owners (as well as those with 401a, 403b, 457, or TSP plans), pre-retirees, retirees, and small business owners. We can help you diversify your investments, as well as implement other investment management strategies that best suit your needs and goals while minimizing your risk.<\/p>\n

To find out if we\u2019re a good match for your financial planning needs, be sure to reach out to us through our contact page.[\/vc_column_text][\/vc_column][\/vc_row][vc_row el_class=”flip-cards-row”][vc_column offset=”vc_col-md-4″ css=”.vc_custom_1635318164301{margin-top: 20px !important;margin-bottom: 20px !important;}”]\n

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Clients with 401k, 401a, 403b, 457, or TSP Plans<\/h4>\n <\/div>\n <\/div>\n
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Your 401k is more than just a savings account. We\u2019ll help you put your retirement savings to work, making it an integral part of your retirement plan. Using Plan Confidence\u2122, you can confidently manage your retirement account to thrive in any type of market condition so you don\u2019t have to work longer or reduce your lifestyle to retire.<\/p>\n

We are happy to serve clients with any plan type (401k, 401a, 403b, 457, and TSP).<\/p>\n<\/div>\n <\/div>\n <\/div>\n <\/div>\n\n [\/vc_column][vc_column offset=”vc_col-md-4″ css=”.vc_custom_1635318159288{margin-top: 20px !important;margin-bottom: 20px !important;}”]\n

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Pre-retirees<\/h4>\n <\/div>\n <\/div>\n
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The time leading up to retirement is exciting but also scary. Will you have enough money put away when it\u2019s time to retire? Are you afraid you might outlive your savings? We can help you develop a financial plan that helps you feel secure leading up to retirement but also allows you to pursue the dreams that you have right now during your working years.<\/p>\n<\/div>\n <\/div>\n <\/div>\n <\/div>\n\n [\/vc_column][vc_column css=”.vc_custom_1635318153968{margin-top: 20px !important;margin-bottom: 20px !important;}” offset=”vc_col-md-4″]\n

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Business Owners<\/h4>\n <\/div>\n <\/div>\n
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There are a lot of decisions to make when it comes to your business. You\u2019re faced with decisions about your employees\u2019 retirement and healthcare plans, tax planning, and succession plans. At TRAC, we know firsthand how important these decisions are, and we have a team of financial experts that we work closely with to meet your varied needs as a business owner.<\/p>\n<\/div>\n <\/div>\n <\/div>\n <\/div>\n\n [\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

[vc_row][vc_column][vc_column_text]TRAC Advisor Group Inc. is a fee-based, full-service financial advisory firm serving 401k owners (as well as those with 401a, 403b, 457, or TSP plans), pre-retirees, retirees, and small business owners. We can help you […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"acf":[],"yoast_head":"\nWho We Serve - TRAC Advisor Group<\/title>\n<meta name=\"description\" content=\"We are a fee-based, full-service financial advisory firm serving 401k owners, pre-retirees, retirees, and small business owners.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.tracadvisorgroup.com\/who-we-serve\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Who We Serve - TRAC Advisor Group\" \/>\n<meta property=\"og:description\" content=\"We are a fee-based, full-service financial advisory firm serving 401k owners, pre-retirees, retirees, and small business owners.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.tracadvisorgroup.com\/who-we-serve\/\" \/>\n<meta property=\"og:site_name\" content=\"TRAC Advisor Group\" \/>\n<meta property=\"article:modified_time\" content=\"2022-01-12T17:59:11+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.tracadvisorgroup.com\/who-we-serve\/\",\"url\":\"https:\/\/www.tracadvisorgroup.com\/who-we-serve\/\",\"name\":\"Who We Serve - 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