Tracey Hartford

Corporate Retirement Plan Specialist

My passion is helping people plan for their future. I enjoy navigating my clients needs and helping them to see the big picture, all while building manageable strategies that will align with their values and goals.

With over 20 years of experience in the construction management industry, Tracey Hartford brings a unique perspective to the financial challenges and opportunities faced by construction professionals. At Twelve Points, she specializes in helping successful individuals in the construction world gain clarity and control over their financial futures.

Tracey partners with clients to create customized, values-driven financial plans that support their goals, whether it’s preparing for retirement, planning a smooth off-ramp from the industry, or navigating major life and business transitions. Her deep understanding of the construction field allows her to anticipate the unique risks, rewards, and timelines that come with the territory.

Through thoughtful wealth management, risk mitigation, and legacy planning strategies, Tracey helps clients shift from building their success to truly enjoying it, so they can focus more on what matters most: family, community, and giving back.

At Twelve Points, we believe in more than just managing money. We’re here to help you live with purpose, make an impact, and find peace of mind. If you’re looking for an advisor who speaks your language and understands your world, let’s connect.

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