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Tracy D Boorman

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Tracy D Boorman
Financial Advisor
.
FIC
Part of the Clear View Financial Group practice
350 Beall Ave
Wooster, OH 44691
About Tracy Boorman
It’s not easy to take that first step and begin a conversation about money. That’s why I take a different approach when working with my clients. It starts with a conversation about you, your life, and what matters most to you. We build a relationship based on open communication and together we will develop a financial plan that helps your money work for you as you save for retirement and protect those you care most about. As your financial guide, we provide financial planning, wealth management, and encouragement tailored for you.
  • Retirement income planning
  • Investment management
  • Protecting loved ones
  • Tax analysis
  • Charitable giving and legacy strategies


Living generously in Wooster Community
  • Member of St. Paul Lutheran Church in Smithville, OH
  • Volunteer Action Team Coordinator
  • Volunteer Friend of Walton Woods Wildlife Preserve
  • Volunteer at Wayne County Dog Shelter
My qualifications
  • Fraternal Insurance Counselor
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • Maryland
  • Ohio

Insights

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
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Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
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Office location
Wooster Location
350 Beall Ave
Wooster, OH 44691
Phone330-262-5500Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations