Our founder, Tracy Walstad, founded SurePlan Financial, Inc. after working in the insurance field since 2011. 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. Aside from being a US Air Force Veteran, serving honorably from 1984-1988, Tracy has lived with his family in Arizona since 1985, after landing in Arizona after graduating high school in 1984 in Minnesota, and subsequently joining the Air Force. Tracy is licensed in 8 states, and is a college degreed professional, having graduated summa cum laude in Finance & Economics from Grand Canyon University in 2012. He also holds earlier obtained Associates Degrees in Computer Information Systems, and Electronics Engineering Technology. Tracy is a firm believer in providing solutions to clients which are structured according to each client’s unique needs, goals, and budgets. We at SurePlan Financial, Inc. understand that one size does not fit all when it comes to insurance, and our custom tailored strategies reflect that philosophy.
SurePlan Financial takes the confusion out of shopping for and buying Life, Health, Dental, Vision, Supplemental, and Disability insurance. As well, we are with you side by side over the long term. We want to be your personal, long term insurance agency partner for you and your family.
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