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
Registered Investment Adviser/Fiduciary
A Registered Investment Adviser 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, a Registered Investment Adviser 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 firstname.lastname@example.org with your name and contact information.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Explore the growing influence women wield over the economy with this handy infographic.
Read this overview to learn how financial advisors are compensated.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
At what point can you call a personal vehicle commercial?
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Understanding how capital gains are taxed may help you refine your investment strategies.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
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.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Even low inflation rates can pose a threat to investment returns.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A special needs trust helps care for a special needs child when you’re gone.
Here is a quick history of the Federal Reserve and an overview of what it does.