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Planning by Design Financial

TRACY and JULIE CUNNINGHAM

TRACY and JULIE CUNNINGHAM

Chartered Senior Financial Planner

Tracy and Julie have been helping people reach their retirement goals for over 25 years.  During Tracy's 7 years as a presidential advisory board member for an insurance company he implemented many great ideas for retirees.  He serves as the president of Design Financial Marketing, LLC alongside his wife Julie of 28 years. Julie is an Investment Advisor Respresentative.

Phone

877-314-1618

Mobile

720-635-7957

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