Blue Flag Planning specializes in financial planning for established professionals in the years between their mid-40's and retirement. We understand the kinds of questions you may be asking yourself:
- Where do I stand financially?
- How can I balance competing priorities?
- Where can I get objective advice?
- When can I retire, and what's my financial plan for retirement?
- Do I need to make any changes in my investments and retirement accounts?
We’ll help you to understand how the pieces of your financial picture fit together, work with you to develop an overall game plan, and answer your specific financial questions.
We’re also experienced in guiding clients through the financial aspects of life transitions such as career moves, buying and selling homes, and dealing with family changes.
Blue Flag Planning is a fiduciary, putting your interests first. Our charges are based solely on the amount of time it takes to complete a planning project. We do not sell any commission-based products, do not receive any compensation for referrals, and do not charge a fee based on assets under management.
You can learn more about Blue Flag's approach in the pages that follow.
A ship that is ready to set sail flies a blue flag with a white square in the center. This blue flag announces that the captain and crew have completed careful preparations for the voyage ahead and have charted a safe course to their destination. As such, it is a fitting symbol for the safety and peace of mind that can come from having a sound financial plan.
Tracey Eve Johnson is a member of:
- The Financial Planning Association, the principal professional organization for financial advisors
- NAPFA (the National Association of Personal Financial Advisors), the leading association of fee-only financial advisors
- The Garrett Planning Network, a national network of fee-only financial advisors
Form ADV Part 2A
Form ADV Part 2A is an annual SEC filing that provides details of the services Blue Flag offers, its investment philosophy and its fees. It also contains information about the experience of Tracey Eve Johnson. Form ADV Part 2A can be accessed on the SEC Website (search using the firm’s name Blue Flag Planning LLC).
A financial plan cannot assure that retirement or other financial goals will be met. Mutual funds, ETFs and other securities and investment products are not FDIC insured and may lose significant value. Financial advice is given only pursuant to a written agreement with Blue Flag Planning LLC.
Blue Flag Planning LLC is a Registered Investment Adviser with its principal place of business in the State of New York. The presence of this website on the internet shall in no way be construed as a solicitation to sell or offer to sell securities or investment advisory services for compensation over the internet or in any state other than the State of New York or where otherwise legally permitted or where an exemption or exclusion from such registration exists.
Access to this website and the materials it contains are provided for general information purposes only, and without any warranties, expressed or implied, regarding the accuracy, completeness, timeliness, or results which may be obtained from any information posted on this website or any third-party website linked to it.