Who We Are?

Our Mission

To provide relevant personal finance tips, tricks, and analysis so you can make informative decisions with your money.

Here at Traceview Finance, we know you work hard for your money. Our goal is to provide relevant personal finance tips and analysis to help you make decisions for how to stretch your dollars further, so you can live your best life by achieving financial independence.

Whether you are saving for retirement or a child’s college expenses, our resources discuss the qualitative and quantitative aspects to help you receive information for how to best accomplish your goals.

While we do not offer financial advice tailored to your particular situation, whether you are a new investor or have years of experience saving and investing, we hope to provide informative content to help you efficiently save and invest for your future.

Your Financial Journey

You do not have to go on your financial journey alone. 

Whether you have a team of financial experts or are just getting started, our aim is to produce implementable content for every experience level.

For most of us, the topic of personal finance is somewhat taboo. With more people living paycheck to paycheck and unable to come up with the funds to cover a $500 emergency, the topic of finances can be quite the stressor for the average American.

However, no matter the financial status of your circle of family and friends, gaining knowledge and taking control of your financial future will help you achieve financial security.

Together, we’ll explore the process for building and maintaining wealth as we journey together for financial freedom.

Our Core Principles

Let’s face it, personal finance is just that – PERSONAL.

There is no such thing as a one size fits all solution. However, there are certain guiding principles that have produced fruitful results in the past.

While past results are no guarantee of future performance, history is one indicator that teaches us what has worked in the past and is probable to continue producing similar results.

The simple concept of setting a personal financial strategy and goals for the long-term, living below your means, investing in tax-advantaged accounts in accordance with your stage of life and risk tolerance, and maintaining discipline during market volatility will produce a portfolio that will pay dividends in the future.

In any transaction, knowledge over one party is power. Our aim is to provide actionable knowledge that you can consider while setting your own financial goals.

Please review our legal disclaimer here.