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.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
As our nation ages, many Americans are turning their attention to caring for aging parents.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The tax rules that govern donating art are complex and confusing. Take a closer look.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Make your retirement as exciting as your next vacation.