Tracy S. Beard,  CFP<sup>&reg;</sup> - Financial Advisor

Tracy S. Beard, CFP®

Savant Capital LLC

190 Buckley Dr
Rockford, IL 61107
(815) 227-0300

General

Tracy Beard is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Savant Capital LLC in Rockford, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Retirement

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