Leslie Tracey, Principal

Women now own 31% of small businesses according to a 2021 Editor's Choice article. We are here to help you.

Owning a Medspa or Cosmetic Surgery practice is hard, and balancing the conflicting needs of your practice can be daunting, especially when it comes to your protection and retirement needs. But that doesn't mean you have to handle it alone. These days, it's more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a strategy that can help protect your family's wealth, lifestyle and dreams for the future. Let's get started - there's no better time than now.