My Name Is:

Kevin Tracy

My Office Phone Number Is:

360-452-9080

My Business Name Is:

Tracy Wealth Management

My Business Address Is:

829 E. 8th Street #A

My City, State and Zip Code Are:

Port Angeles, WA  98362

Ten Buzzwords For My Business Are:

Financical Planning, Investments, Retirement Planning, Fee Advisor, Income, Growth

Here is How I Describe My Business:

Tracy Wealth Management, unlike many financial services firms, is independent with no obligation to any proprietary products.  We offer resources to coordinate your financial needs: Asset and Income Protection, Investment Planning, Tax Reduction Strategies, Help in Planning or Maintaining a Secure Retirement, Estate Planning Strategies, Charitable Giving

The Way You Can Best Refer New Business To Me Is:

People going through transition(retirement, divorce, loss of loved one, recent move to area, inheritance, etc) can benefit from my services.  Also, people who want to plan for a secure retirement are good candidates for our services.

My Website URL (domain) Is:

http://www.tracywealthmanagement.com