Tracy A. MacKinstry is the Owner and Principle Wealth Advisor of MacKinstry Financial & Investments, LLC powered by Northstar Wealth Partners and LPL Financial. Tracy and her team specialize in personal investment and financial management that helps her clients attain their objectives. Tracy proudly serves the financial planning needs of those who live and work in the numerous communities she supports. For over nineteen years Tracy has been serving a diverse clientele, which continues to expand and includes retirees, corporate executives, multi-generational families and small business owners. Tracy also specializes in delivering retirement planning services for teachers and administrators throughout the Connecticut School Systems as President and Owner of Educator’s Retirement Consulting.
She couples her sound advice, with a passion for helping individuals and families as she strives to review their
financial needs in their entirety without being overwhelming and by explaining their finances is a way they understand which encourages participation through needed dialogue. Tracy and her team pride themselves on educating clients on the power of retirement planning and preparation. Her balance of financial strategy and retirement insight delivers empowerment to clients in an increasingly complex financial landscape. Being so passionate about what she does and how she helps her clients, compels her to give her time generously in delivering cohesive one-on-one financial guidance. Educating adults and the adolescent and adult children of her clients is important to her. Every year workshops are offered in the local school systems, youth services and at her own offices, as well as by invitation from various groups in the area. Her commitment to community extends beyond business in other areas as a member of Shoreline Community Women, Inc. and as a member of multiple Chambers of Commerce in Clinton, Old Saybrook and Killingworth, Connecticut. Tracy is an Economics and Finance graduate of Syracuse University and annually extends her knowledge through seminars, economic webcasts, additional research and financial updates at LPL Financial.