Services

At Tracey Donavan Insurance & Retirement services, one of the best things is being able to offer real-world solutions to people who have a genuine need. In that respect, I consider my role to be more of a trusted professional: someone who will see you through life's most difficult moments and help you prepare for the opportunities ahead.

I prefer to take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives through a value based approach.

Step 1: Everyone is different, so it's important for me to learn as much about you as possible. What are your values? What keeps you up at night? Where would you like to be in 10 to 20 years? What financial resources do you already have in place? The more I get to know about you, the more insightful my recommendations will be.

Step 2: Together we'll prioritize your goals in light of your values and turn them into clear, measurable objectives. That way you can see how even the biggest challenges-like paying off your mortgage, selling your business or retiring early-can be accomplished.

Step 3: Next, we'll identify if any insurance and financial products are needed to help you meet your goals and needs. I can even consult with your tax, legal and other advisors to make sure our efforts fit in with your overall strategy.

I'll provide ongoing service as your needs and situation change over time. I'll work with you over the years to help keep your program on track with your changing needs. this is not a one and done approach. We work with our clients for life. 

Neither New York Life Insurance Company, nor its agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.