About Tracy

My Home Town

My Home Town in Japan

I was born and raised in Japan, and came to the United States in 1981. I got married and divorced once, and I have two children and three grandchildren.

I enjoy learning and using my knowledge to help people. For example, not many people know how Medicare works or how to maximize their Social Security benefits. Do you know how to choose the right investments for you, or prepare for college tuition, or medical expenses, or long term care expenses, or how to choose the right life insurance policy for you and your family? Do you know how to avoid probate when your spouse or a parent dies? Do you know the difference between an IRA and a Roth IRA?

We aren’t taught these important things in school. Who do you ask when you have questions?

I would like to be the person you can rely on when you need a financial professional.

Please feel free to contact me if you have any questions or want to schedule a free consultation.

Tracy Taguchi