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Income Planning at Every Life Stage. You Deserve Financial Excellence.

Just starting to save, ready to retire, or already retired. Wherever you want to go, Tracy is ready to help you position your plan to address your goals.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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The Process

Tracy will work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. Thanks to her collaborative and transparent methods, she wants you to always know where you stand.

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Money

Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let Tracy help you build for tomorrow.

Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, Tracy will help create an estate strategy for your family's situation.

Taxes

Tracy has resources that can help resolve some of the most sophisticated tax issues.

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team to help every step of the way.

Investment

Tracy can create a portfolio that's designed with a goal to fit your lifestyle.

Lifestyle

Dream big, have fun.

What Sets MacKinstry Financial & Investments, LLC. Apart

Tracy is here to help navigate the intersection of life and financial preparation. With Tracy at your back, you'll be able to live a life full of fun, passion, and purpose. Let’s forge a path to your financial future together.

Address

9 Old Post Road

Clinton, CT 06413