Planning Together, For Tomorrow.

Your Retirement Adventure Awaits.
At PTFT Group, we’ll work with you to help develop the confidence and knowledge you need to make financial decisions that will affect your family in the future.


Get started in 3 easy steps:



Schedule a meeting to sit down with us and discover what your ideal retirement looks like.



Using our signature GUIDE to Retirement planning process, we'll examine your current financial situation and determine your retirement needs.



Receive a custom strategy to help you reach your unique retirement goals.


Empowering Women Every Day

Many women constantly put the needs of others before their own. They’re the primary caregiver to children, grandchildren, or even their own aging parents. At PTFT Group, we’re passionate about shifting that focus so women feel confident in planning their own lives.

Here's what we've seen: Retirement planning looks different for women than it does for men.

  • Costs of living longer can potentially lead to income concerns
  • Less confidence in retirement can lead to guesswork
  • Women may have had less involvement in financial decisions

Ready to Take The Next Step?


"I Focus on You"

Traci Radmanovich
Founder, CEO, and Licensed Insurance Professional

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business including:

  • Income Planning
  • Social Security
  • Legacy Planning
  • Empowering Women

Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies and more.

Upcoming Event:

No events are scheduled at this time. Please check again soon!

Retirement Income Checklist-opening

Explore 10 topics to prepare for retirement

Your Retirement Income Planning Checklist

"Your Retirement Income Planning Checklist" is 24 pages of thought-provoking guidance aimed at helping you assess your current strategy, including:

  • How to plan for a long life
  • Why you may need a housing plan (or two)
  • Planning for health care and long-term care assistance