AREAS OF PRACTICE
Business & Personal Protection
Risk management is essential in providing comprehensive financial advice. We will assess threats to your business, your personal income and use business insurance strategies to shield your business and family from loss.
Health Insurance & Employee Benefits
Your employees are an investment. To retain them you must be competitive. Our team provides health insurance, employee benefits and retirement income strategies for your team.
Estate Planning Consultation.
When is the last time that you reviewed your estate planning? As part of our process, we do a complimentary review.
*Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.
Notable Company Speaking Engagements
I am the founder of Tracey Donavan and I am excited that you are interested in joining our client club.
I still have the life insurance quote that I gave to my sister when her husband had fallen very ill from a stroke. 42 years old, father of 3. At the time we nervously laughed about it, because he would recover, right?
He did not.
What if this happened to you?
That's our job to guide you, your family and business to financial safety no matter the situation.
Life happens and I am on a mission to make sure that you, your business and your family are protected no matter what. Protecting what matters most is your duty.
We will work hard for you, give freely of our network and provide tools for you to grow, but we will also help you to prepare for anything.
What Clients Say
I was introduced to Leslie on a social media platform and she is one of the most personable people that I know. She is all about educating small business owners on all of their options to protect them in the future and I am grateful to have met her. Very professional, and so easy to talk to. If you are a small business owner, especially specializing in the aesthetics industry, she is your girl!"
Apryl Witherspoon, MSN, APRN, FNP