Tracey S. Dean, Cfp®, Ea Email and Phone Number
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Tracey S. Dean, Cfp®, Ea phone numbers
Life’s permanent vacation (a.k.a. retirement) is right around the corner. If you are a female executive who has been thinking about putting your 9-5 career grind behind you & finally relaxing into your forever vacation, then I am sure you have questioned how hard the transition will be. You are not alone. In a 2020 Forbes article it states 51% of women fear that they may not have enough money to retire. Female Executives come to me when they:👩🏽💼Don’t have a plan & worry that they may not be able to retire on their schedule 👩🏻💼Are kept up at night wondering if they will outlive their income in retirement👩🏼💼Want a female advisor that they can trust is looking out for THEM👩🏾💼Need sound tax strategies to better understand their current & future stock optionsThe landscape for female executives is changing & women are beginning to ask these questions:💭Social security feels confusing. When is the best time to take it?💭Am I making tax mistakes that I’m not even aware of?💭If the market crashes, will my lifestyle change in retirement?💭I work hard to make money, but can my money work hard for me now & later? After partnering with my fantastic female executive clients, they are finally able to:💎Trust that their investments and tax strategies are efficient & financially secure 💎Eliminate the “what ifs” & focus on planning for the fun parts of retirement 💎Feel empowered to leave the 9-5 grind & transition into their permanent vacation 💎Know that no matter what life throws at them, their loved ones are taken care ofYou are an amazing woman who constantly puts others needs before your own. You’ve spent the bulk of your life looking after your company, family, & your career & now it’s time to make sure you look after yourself.That is where I come into play.I specialize in working with female executives and I understand the unique challenges that come with making one of the most important transitions that you will ever make. If you are ready to take on life’s permanent vacation with financial confidence & strength, then send me a message here on LinkedIn or schedule a quick 15min virtual coffee chat: https://tidycal.com/traceydeanfinancial“Securities and investment advisory services offered through Innovation Partners, LLC. Tracey Dean is a registered representative and investment advisor representative of Innovation Partners, LLC (Member FINRA/SIPC). Tracey Dean Financial, LLC is not affiliated with Innovation Partners, LLC."
Tracey Dean Financial, Llc
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Owner/Founder Of Tracey Dean Financial, LlcTracey Dean Financial, Llc 2017 - Present -
Chairwoman To The Board Of DirectorsUtah Lgbtq + Chamber Of Commerce Jan 2018 - Present -
Registered Representative/Investment Advisor RepresentativeInnovation Partners, Llc Jan 2017 - PresentUsTracey’s specific joy is working with other women to help increase financial awareness and empower women to become excited about their financial future. She also works with a large number of educators, a group that she feels needs a great deal of financial attention. She helps them understand their benefit programs, reviews the various financial instruments available specifically to teachers, and provides them with an asset allocation strategy to prepare for their retirement. Tracey’s process reflects a needs-analysis study, which provides individual results, she does not simply offer a cookie-cutter approach to planning. She begins by reviewing current plans, discussing individual goals and concerns, and providing recommendations. When her clients reach a comfort level and have a full understanding of their plan, she then helps her clients implement their own personal blueprint for financial success. When you work with Tracey, your financial awareness discovery will start today! -
Financial ConsultantAxa Advisors, Llc Mar 2010 - Jan 2012New York, Ny, UsI served as a financial professional with AXA Advisors in Salt Lake City, Utah. I work with small business owners and families as they accumulate wealth and address their taxes by formulating a well diversified insurance and investment portfolio. How financial freedom is defined varies from individual to individual, therefore, my process reflects a needs-analysis approach which provides individual strategies.
Tracey S. Dean, Cfp®, Ea Skills
Tracey S. Dean, Cfp®, Ea Education Details
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College For Financial PlanningFinancial Planning And Services -
Westminster UniversityBusiness/Finance -
Salt Lake Community CollegeBusiness
Frequently Asked Questions about Tracey S. Dean, Cfp®, Ea
What company does Tracey S. Dean, Cfp®, Ea work for?
Tracey S. Dean, Cfp®, Ea works for Tracey Dean Financial, Llc
What is Tracey S. Dean, Cfp®, Ea's role at the current company?
Tracey S. Dean, Cfp®, Ea's current role is Empowering female attorneys to grow their wealth, allowing them to focus on their careers, families and personal passions..
What is Tracey S. Dean, Cfp®, Ea's email address?
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What is Tracey S. Dean, Cfp®, Ea's direct phone number?
Tracey S. Dean, Cfp®, Ea's direct phone number is +180182*****
What schools did Tracey S. Dean, Cfp®, Ea attend?
Tracey S. Dean, Cfp®, Ea attended College For Financial Planning, Westminster University, Salt Lake Community College.
What are some of Tracey S. Dean, Cfp®, Ea's interests?
Tracey S. Dean, Cfp®, Ea has interest in Boating, Four Wheeling.
What skills is Tracey S. Dean, Cfp®, Ea known for?
Tracey S. Dean, Cfp®, Ea has skills like Finance, Retirement Planning, Investments, Wealth Management, Financial Advisory, Financial Services, Strategic Planning, Securities, Asset Allocation, Insurance, Golfer.
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