About Us

Rodney Tracer

Managing Partner
At Retirement Group Retirement Planning Specialist
(817) 912-1342

Rodney is passionate about helping his clients design and implement a financial plan based on their values and goals. Having a financial plan means that you have specific strategies for each of your needs and goals. Imagine knowing that you have a strategic plan for everything that you want to accomplish: Financial Independence, College Funding, Asset Allocation, Wealth Management, Estate Planning, Charity Work and Travel, just to name a few. Having a sound financial plan can give confidence, security, and happiness. His vision and ability has led to long-term success and a reputation as a community leader in financial services.

Rodney and a few other elite advisors joined together to form a boutique firm called Paradigm Wealth Management. We are a full service wealth management organization aimed to grow and protect the financial well-being of others. Our team's combined experience, credentials and knowledge of a wide-range of products and services allow our firm to provide top-quality, cost-effective financial strategies that are designed to help our clients realize their financial goals. Whether it's developing a financial strategy, creating a customized executive benefits program for a business, implementing a needs-based insurance strategy or preparing a detailed asset allocation analysis, our mission is simple: to provide innovative and practical financial programs for our valued clients. Our firm's reputation for professional excellence and reliability gives our clients a high level of confidence in the programs and products we recommend and help implement. We look forward to helping you take control of your financial future.

Rodney and his wife Kirsten reside in Trophy Club with their 3 boys. He enjoys adventurous family vacations, coaching his boys' sports, TCU Football games and Jeep trips to new places.

Licenses, Registrations, and Credentials

  • FINRA Series 7 – General Securities Representative
  • FINRA Series 66 – Investment Advisor Representative
  • FINRA Series 24 – Registered Securities Principal
  • Life, Accident, Health and HMO Insurance License
  • Retirement Planning Specialist - Recognized by Equitable Advisors from Wharton School, University of Pennsylvania
  • Million Dollar Round Table
  • Five Star Wealth Manager Award – Recognized in Texas Monthly and The Wall Street Journal
  • Centurion - Recognized by Equitable Advisors
  • National Leaders Corp – Recognized by Equitable Advisors

Rodney Tracer
offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Arkansas Insurance License #: 9128265

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Paradigm Wealth Management is not a registered investment advisor and is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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