Tracy Haraksin

Tracy Haraksin is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), and provides a unique opportunity to strategize for one’s success. She takes an uncommon approach towards helping her clients achieve long-term financial success. Much of the traditional financial plans and strategies utilized since the 80’s have failed the American public. Breaking away from this model, Tracy creates a personalized plan beginning with a thorough understanding of her clients’ current situation. Then she helps them concretely envision “a good life for the rest of their life.” Only after understanding her clients’ current situation, goals, and aspirations for the future is she able to offer step by step guidance towards building that future.

We live in a society built on “doing it yourself” – DIY.  And it works in some areas of life.  But it is not working in people’s finances when 57% of Americans retire with less than $25,000. Learn more about Juvenile Gifting by downloading the document discussed on this episode HERE.

Get a copy of this gifting guide HERE and connect with Tracy on Facebook, LinkedIn

DISCLOSURE

Tracy Haraksin is a Registered Representative and Financial Advisor of PAS. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License #0I13563.  This podcast is for informational purposes only. Third-party speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Pacific Advisors LLC and opinions stated are their own.  2021-131049 Exp. 12/23

About Sivonnia DeBarros

Sivonnia DeBarros – the Protector of Athletes – is a first-generation lawyer and law business owner, woman in business and a former track and field Division-I College athlete. DeBarros is passionate about helping athletes in business protect their brands through collaborative partnerships, education and support necessary to carry them to the next level. DeBarros’s practice areas are Business, Employment, Sports, and Entertainment. Learn more about her services at www.prosportlawyer.com and www.sldebarros.com.

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Mike Saunders, MBA

Mike Saunders is theAuthority Positioning Coach at Marketing Huddle, the author of Amazon Bestselling book Authority Selling™, Adjunct Marketing Professor at several Universities, contributor to The Huffington Post, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.

Recent episodes from Mike Saunders, MBA (see all)

• Interview With Tom Rutkowski President of Innovative Retirement Strategies Discussing Private Banking - December 5, 2022
• Interview with Rob Ferguson, Founder & Advisor with Ferguson Alliance – Family Business Exit Planning - December 5, 2022
• Ep. #40-Mental Health talk with Miss TriCities, WA–Tavia Morse-Salvadalena, Functional Nutritional Practitioner - December 5, 2022