Your Sure Plan for Financial Peace of Mind!

For up-to-date, innovative, professionally tailored, and cost-effective insurance coverage that meets your unique needs, turn to none other than SurePlan Financial, Inc. We are a U.S. Air Force veteran-owned-and-operated company located in Mesa, AZ. Licensed in 8 states and the District of Columbia: AZ, CA, D.C., NM, NV, OK, OR, TX, and UT.

Our team members will take the uncertainty and confusion out of insurance. Because your satisfaction is our priority, we work hard to arrive at a solution that addresses your needs. You don’t have to be limited by only one insurance option. Our brokerage allows you to look at several insurance solutions and select the plan that fits your goal and budget.

Our company puts a premium on confidentiality. We don’t sell your information, and we make sure that your personal details stay safe and secure.

Our Mission

We strive to come up with effective strategies and provide sound advice that will help our clients attain financial peace of mind.

Tracy, Your Personal Insurance Agent

Tracy, our founder and US Air Force Veteran, is an independent, full-time insurance agent who graduated summa cum laude from Grand Canyon University with a Bachelor of Science degree in Finance and Economics. He represents most major carriers, unlike captive agents who represent only one insurance company. With Tracy’s help, you can reap the benefit of having a plethora of insurance options and find the plan that fits you best.

Our Story

SurePlan Financial, Inc. was established by our founder and President, Tracy Walstad, after having worked in the insurance business since July 2011. He founded our company because he recognized an immediate need for an insurance agency who would serve the best interests of each client…not the best interests and bottom line of the agency. Customer satisfaction and effective communication with our clients is our absolute top priority. In fact, most of our business comes from referrals of very satisfied clients, who appreciate our educational, consultative approach, and never a hard-sell tactic.


Why Choose Us

We Put Our Clients First

We are known for our ability to achieve high levels of customer satisfaction. This is because we always place the interests of our clients before our own, and we make sure that they’ll be happy they chose to work with us. Best of all, we don’t charge a fee for our services.

We don’t have a “one size fits all” mentality when it comes to providing insurance solutions to our clients. Aside from that, we are also willing to travel to your location so we can meet with you personally. If you prefer, we can also have a consultation via remote screen-share, whichever is convenient for you.

We Employ an Educational Approach

We don’t rush our clients. When you work with us, we’ll take the time to listen to you so we can offer you solutions that will serve you best. In addition, we don’t use a hard-sell approach. Instead, we’ll show you how our insurance plans can benefit you by creating strategies that are based on statistical risk analyses pursuant to your unique risk factors.

When deciding what insurance solution we should present our clients, we choose the plan that will be beneficial to them, not on what will earn us the most commission. We are your friends in the insurance industry!


We are licensed in the following states:

  • Arizona
  • California
  • Nevada
  • New Mexico
  • Oklahoma
  • Oregon
  • Texas
  • Utah
  • D.C.


National Ethics Association (NEA)
Delta Mu Delta International Honors Society in Business
Alpha Chi National Honor Society

Service Areas

We serve clients in several states throughout the U.S., with a focus on the following areas in Arizona:

  • Ahwatukee
  • Apache Junction
  • Buckeye
  • Chandler
  • Florence
  • Gilbert
  • Goodyear
  • Maricopa
  • Mesa
  • Paradise Valley
  • Phoenix
  • Prescott
  • Prescott Valley
  • Queen Creek
  • Scottsdale
  • Sun Lakes
  • Surprise
  • Tempe
  • Tucson

What Our Clients Say

Get in Touch

Contact us today via email, phone, or text message to learn more about our insurance options. You may also request a quote or set up a consultation at no charge.

If you want to schedule your free in-person or screen-share appointment, feel free to reach out to us as well. We look forward to hearing from you!