Your Team

Allow us to become a member of your team by letting us paint a financial picture with you that suits all your present and future needs. We will carve a path together by balancing risk management and growth potential, with strategic planning and investing to help ensure you are able to do the things you want to do now and in the future.

Financial planning is an evolutionary process, we create a plan that evolves and changes with your ever-changing life experiences. The expected and unexpected, a plan can make the difference between sailing through life’s challenges or being stuck without a paddle. A minimum of one annual review meeting allows us to update your profiles and insure you are on the correct path or change course to work toward your current goals. We are always available for more meetings throughout the year and in your times of need.

We are affiliated with LPL Financial, Member FINRA/SIPC, the leading independent broker-dealer firm in the US, as reported by Financial Planning magazine, 1996-2024, based on total revenue.. Tracy MacKinstry has been helping clients since 1996. Over the years Tracy has blazed a trail helping hundreds of clients address their retirement goals. She understands the concerns about retiring and how to plan in the most effective way possible. Ms. MacKinstry specializes in helping teachers and administrators navigate the confusing paperwork/red tape of the state’s retirement process for educators. Her memberships and ongoing volunteer service include Shoreline Community Women, Inc., Old Saybrook and Clinton Chambers of Commerce, Old Lyme and Clinton youth Services and the ECircle Group.