Specialties
There is no one "best place" to put your retirement money because each individual and couple has unique needs, different tolerances for risk, and need their money at different times. We are not just financial analysts and number crunchers. We are real people, with a plethora of life experiences that has led us to want to do better for our clients.
History
Established in 2000.
Tracie Lampson, President & CEO, never aspired to become an expert in the retirement planning industry. The unexpected death of her husband at 29 and the early retirement of her current husband when she was 43 presented her some valuable life lessons at an incredibly young age. It was apparent how little anyone really understood about their finances or the importance of timely planning to mitigate risk against life’s unplanned expenses. Tracie is highly regarded by her clients and peers for her unparalleled level of expertise in creating market leading, retirement-focused solutions | She was then joined by Rahnie Sandhu, MBA, in 2021, who soon became the leading CFO of LRS. As Rahnie prepared for his own personal retirement, he realized he had an opportunity to collaborate with Tracie and grow her business inside the retirement segment. Now, day in and day out, Rahnie is the man who works on the numbers behind the scenes at Lampson Retirement Solutions. Seldom seen, but often heard..
Meet the Business Owner: Tracie L.
With over 18 years in the insurance and financial planning industry, Tracie is highly regarded by her clients and peers for her unparalleled level of expertise in creating market leading, retirement-focused solutions. Her expertise has given her exclusive access to engage with some of the world’s largest investment banks and most influential experts in asset allocation; providing Her the ability to deliver innovative solutions for those looking to preserve their hard-earned nest egg against possible catastrophic life events that are likely to occur after retirement.