Tracy Scott Burke

Tracy Burke is an investment consultant at Conrad Siegel Investment Advisors, Inc., a fee-only advisor, and holds the Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) accreditations.

CFP®, ChFC® at Conrad Siegel Investment Advisors in Harrisburg, PA

About

Tracy Burke is an investment consultant at Conrad Siegel Investment Advisors, Inc., an independent, fee-only advisor in Harrisburg, PA. As a financial advisor, he works with clients in Central Pennsylvania as well as nationally and is upheld to the fiduciary responsibility, meaning that he always has to put clients interests first and foremost. As a fee-only financial advisor, Tracy specializes in investment management and financial planning for families including Retirement, Investment, Risk Management, College Savings and Estate Planning. Tracy provides financial planning and financial advice to clients in Harrisburg, York and Lancaster, PA region including Mechanicsburg and Hershey, PA as well as nationally. Tracy focuses on comprehensive financial planning and investment management services as a fee-only financial advisor. Tracy Burke provides his clients with the highest degree of service and uncompromising integrity, independence and expertise.

Contact
Click for phone number
(717) 652-5633
Address
501 Corporate Circle in Harrisburg, PA 17110
Info
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Best Answers

Q&A
Asked by Lynn

Answered by Tracy Scott Burke
CFP®, ChFC® in Harrisburg, PA
Hi Lynn, Rebalancing your 401(k) is a good idea. As an example, assume your 401(k) has an initial asset allocation of 50% stocks/50% bonds. If the stock market do...
401(k) Bonds Investing & Retiring Stocks
Q&A
Asked by Erin

Answered by Michael Hoffman PRO+
RFC, CLU, ChFC in Grass Valley, CA
Hi Erin, A Managed Account may provide the manger "tactical" capabilities which allow them to move the portfolio as the markets move. Example: in a declining equity...
Investing & Retiring Mutual Funds
Q&A
Asked by Kathleen

Answered by Tracy Scott Burke
CFP®, ChFC® in Harrisburg, PA
Bonds are rated by several ratings agencies and each have their own method. AAA-rated (sometimes A3) are the best rating followed by AA, A, BBB, BB, B, CCC, CC, C. S...
Bonds Investing & Retiring
3
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