CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAY.

Tracey Mensah

Tracey Mensah

Client Services Associate, Notary Public

Tracey has focused on providing support for the financial industry for over 18 years, including contract and policy management; relationship development with financial partners, banks and clients; seminar support; maintenance of CRM tools; and overall office management.

She is a paralegal graduate of the Florida State College of Jacksonville and a member of NALA, the National Association of Legal Assistants. Tracey is also a graduate of the Bradford School of Business in Houston, Texas. Originally from Iselin, New Jersey, she has lived in New Jersey, New York, Houston, and Jacksonville, Florida. Tracey is also a licensed insurance agent in the state of Florida.

If you currently have a portfolio manager or advisor, do you know the amount, percentage-wise, of fees you are being charged? If not, please allow us to do a portfolio X-ray for you, free of charge. We will itemize our findings in writing and provide:

  1. An overview of the facts, concerns, and planning objectives.
  2. A fee analysis.
  3. Your risk tolerance analysis (best/worst-case scenarios).
  4. Income-generating possibilities/opportunities.
  5. The potential success rate of outliving your money.
  6. Other valuable information you can use to make proactive decisions regarding your retirement portfolio.

Simply call 904-232-8760 or complete the form below to request your complimentary portfolio X-ray.