Travis Tracy
- CFP®
- EA
Fortitude Financial Planning
Durham, NC
Contact Travis
Travis can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Travis specializes in
- Business Owner/Entrepreneur
Expertise
- Investment Analysis and Planning
- Portfolio Management
- Retirement Planning
- Benefits and Compensation Planning for Employees
- Equity Stock and Options Planning for Employees
- Tax Optimization
- Tax Preperation
- Insurance and Risk Management
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Debt Management
- Saving and Investing for College
- Life Event Planning
- Real Estate Planning
- Business Finance Planning
- Tax Preparation
Pricing
The ongoing annual fee ranges from $5,400 to $12,000 annually. The fee will be decided upon based on the complexity and the needs of the clients. Our calculator can give you a rough estimate of your annual, quartery and monthly fees based on your situation. As stated above, we’ll identify the final price proposal that fits your household in our second consultation meeting.
About
Hi, I’m Travis! I created this firm to help young professionals and entrepreneurs build the courage to take control of their finances and to assist with making the best financial decisions to reach their goals. My job is not to pass judgment on any past decisions but to educate and encourage going forward. I want to help you use your wealth as a tool to achieve your short-term and long-term goals, so you can live the life you want.
I’m from a small town in South Carolina. I graduated from Guilford College in Greensboro, NC, and currently live and work in Durham, NC, with my wife, Shelby, our daughter, Peyton and our dogs, Savannah and Bailey. Before founding Fortitude Financial Planning, I worked in the financial service industry for seven years in multiple roles, my last being an Associate Financial Planner at a fee-only firm in Durham, NC.
I am a Certified Financial Planner™, an Enrolled Agent authorized to represent taxpayers before the IRS, and a notary public commissioned in the State of North Carolina.
I am affiliated with the CFP Board, the XY Planning Network, the National Association of Personal Financial Advisors (NAPFA), the Fee-Only Network, and the Association of African American Financial Advisors (AAAA).