We consult, diagnose, and prescribe the “ideal” solutions to maximize retirement success.Learn More
Portfolio construction that is customized to a client’s risk with up-side potential and down-side protection.Learn More
An RIA, or Registered Investment Advisor, is an independent advisor who is able to offer investment advice, is not paid on commission, and is not tied to a specific firm or broker-dealer. Most importantly, though, an RIA has a fiduciary duty to their clients, meaning that they must always act in their clients' best interests.Learn More
Solutions designed to protect you family or business. We offer complete analysis of your coverage and needs to protect you from the unexpected in life.Learn More
2019 Essential Advisor Awards: Traci Garnett-Froscheiser
Read about how Traci embodies the values of an essential advisor.
Traci Garnett-Froscheiser Presented the "Essential Advisor" Award
BEATRICE, Nebraska, July 9, 2019 – Garnett Investment Strategies owner and Financial Advisor Traci Garnett-Froscheiser was presented with the “Essential Advisor” Award at the 15th Annual Envestnet Advisor Summit in Austin, Texas on May 1, 2019. Each year the summit presents awards to three financial professionals who embody the values detailed in the book “The Essential Advisor” co-authored by Envestnet President, Bill Crager. Over 90,000 advisors were eligible and nearly 3,000 of those were nominated with only three advisors being chosen as an “Essential Advisor” award winner.
The Envestnet Advisor Summit is designed for financial professionals to learn about industry changes, new technology developments and the latest in investment strategies shaping the wealth management industry. The summit offers a full schedule of wealth management sessions offering the opportunity to discuss industry trends and networking.
Garnett-Froscheiser stated, “This award came out of nowhere. I was so surprised that Chad Edwards from Envestnet nominated me. I’m humbled, honored, proud and so excited to have earned this and be among some of the great advisors across the country.” “This is just a reflection of the hard work and dedication that we have with each and every one of our clients.” I’m really proud of the work we do here at Garnett Investment Strategies.”
Traci is a Financial Advisor at Garnett Investment Strategies. She holds the designations of Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA®). These designations empower Traci with the knowledge and tools needed to serve her clients’ best interests in their financial wealth.
Traci Garnett-Froscheiser featured... Kappa Chronicles for University of Nebraska-Lincoln Alumnae, Spring 2017
From the moment Traci Garnett-Froscheiser '01 joined Delta Gamma, she had immense pride in the sorority and in the Kappa Chapter. "Delta Gamma gave me a chance to spread my wings a little, but still have to be accountable to someone and something," she said. "DG gave me confidence and poise and spirit that I can do anything I set my mind to and I know I have so many sisters that will celebrate my accomplishments and help pick me up after I've fallen."
As an alumna, Traci has made a point to remain involved with the Chapter. Throughout the year, she attends as many alumnae events as possible and budgets to give back to the Chapter. "There are so many things that can tug at us for our attention, but what we need to remember is what's important to us and what makes us happy," she advises. "It isn't about how many Facebook friends or Twitter followers you have, or even how robust your resume is. There is room for it all.?
Traci and her father, Paul, are financial advisors and own their business, Garnett Investment Strategies. After some persuasion, Paul was able to convince Traci to write a book to help educate clients on the changing regulations regarding retirement plans. Nearly eight months later, Creating Retirement Plan Perfection was printed. "This process was one that made my father and I closer and brought us together in a different way than being his daughter or business partner," she said. "I really never thought I would say that I'm a published author. I am so proud to say I did it with my hero."
Traci and her husband, David, have one daughter, Harper, and are expecting twins in July. The family lives in Lincoln, NE. If any Delta Gamma sisters would like a free autographed copy of Creating Retirement Plan Perfection, please contact Traci at email@example.com with your name and contact information.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Around the country, attitudes about retirement are shifting.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Learn a little about worldwide currency in this fun infographic
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Important items to consider when purchasing condo insurance.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Here are five facts about Social Security that are important to keep in mind.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you know how to set up your financial goals for success? This knight does.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
There are hundreds of ETFs available. Should you invest in them?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Here are five facts about Social Security that might surprise you.