Tracy Bush

Background

About Tracy Bush

Over the past 20 years my company has focused on helping our clients plan for and achieve financially stress free retirements. We advise and provide guidance through our W.I.S.E. philosophy.W - Wealth Management I - Income PlanningS - Security / ProtectionE - Estate PlanningAt Legacy Financial Associates we are selective in that we only work with clients who can benefit most from our expertise. A summary of that criteria is goal oriented with enough investible assets to maximize the benefit of our strategies. The goal is to build Legacy Financial Associates to the point that it outlives me and continues to provide beneficial services for generations to come.Securities and Investment Advisory Services Offered Through H. Beck, Inc.(Member FINRA/SIPC)6600 Rockledge Dr, 6th Fl, Bethesda, MD 20817 (301) 468-0100 Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors LLC are subsidiaries of Grove Point Financial, LLC. Legacy Financial Associates is not affiliated with Grove Point Financial, LLC or its subsidiaries.**For Financial Disclosures: Specialties: Retirement icome planning, distribution planning, spousal income planning and putting the WISE pieces together for a financially stress free retirement.