- Life InsuranceTraci Havey has 25 years of experience in the insurance and financial services industry. In 2002, she was named Disability Specialist of the year, nationwide, with Guardian Life Insurance Company. In her experience working with clients and managing brokerage agencies, she has gained the understanding and importance of customer service with a team approach. Traci has been a member of The National Association of Insurance and Financial Advisors since 1998. She is also a member of the Million Dollar Round Table. She is a LEAP practitioner, a member of Wealth & Wisdom Institute and Circle of Wealth graduate. With her commitment to client satisfaction, Traci strives to educate her clients to achieve their maximum financial potential.
- Long Term Care“I have known Lee for the past 16 years. During this period, we have worked together to develop a “game plan” for my eventual retirement. Lee has always been extremely patient with me, taking the time to fully answer all questions as well as to completely explain “point by point” the intricacies of my investments, annuities, life insurance and long term care policies. He and the excellent staff at Wealth & Wisdom Partners have the entire package that would meet everyone’s investment and retirement needs. In collaboration, Lee and I have designed a personal and unique portfolio that fits perfectly with my conservative investment views.
- Annuities