Tracey Donavan Insurance & Retirement Services

Since our inception, Tracey Donavan Insurance & Retirement Services has been totally focused on building a strategically aligned, resource focused practice.

Through our relationships with top rated insurance companies we are able to deliver cost-efficient insurance and financial strategies for closely held Medical Aesthetic practices, Families and Career Women. By focusing on flexible policy design, policy diversification, underwriting management and results we are able to deliver consistent and creative solutions to accumulation, wealth transfer problems and situations posed to us by our clients and their advisors. After the plans are implemented we diligently monitor and service the policies and programs.

​As a women lead business with strategic partners in various disciplines such as legal and accounting we have a strong commitment to our clients who are women and allies. We understand the dynamics when building a business and this helps us guide our clients to achieve their business and estate planning goals. For the past 5 years we have done so and look forward to continuing our work and building our team.

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