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Allen Gracey, CPA

What keeps you up at night? Do you worry about your future? Will you be able to afford retirement and what will it look like? How will you pay for your child's education? What about if you or your spouse will need long term care in the future? How can you best provide for a family member with special needs?

Where do you turn for guidance? Do you know where to begin?

Allen Gracey, CPA, takes a unique approach with his clients. Instead of talking about products, Allen begins by helping to formulate the vision for his client's future. What is important to the client, his or her values, priorities and objectives? Allen assists in creating a picture of those ideas, translating the ideas from intangible wishes to tangible action steps.

When asked about his relationship with his clients, Allen says, "My clients want to talk about their family, their business, and their dreams. They do not want to talk about insurance or investments. We talk about their future, and how they can achieve their goals. I truly enjoy and honor the long-term relationship I have with my clients."

Allen Gracey has more than 16 years of experience in the financial services industry. Before he joined Northwestern Mutual, he served as vice president and controller of a large property and casualty brokerage, and managed two regions for a large life insurance company.

Allen has earned the Certified Public Accountant (CPA) certification and is a member of the Tennessee Society of CPAs and the American Institute of CPAs. Allen is also an active member of the Cool Springs Chamber of Commerce.

As a member of Northwestern Mutual's Special Steps program, Allen works as an integral part of a team of experts including National Care Advisors to help families with special needs. He is experienced in special needs planning, including navigating third-party benefits and the legal issues involved in planning for a dependent with special needs.

Allen's Mission

“Allen Gracey’s mission is to help clients achieve their dreams and goals through education, planning and taking action.  In addition, Allen and his team take a unique approach in assisting families with special needs.”

Articles of Interest
Here are some articles you may find helpful
The Special Needs Planning Process
Special Planning Is a Must for Individuals with Specials Needs

New Interactive 2009 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients talking about why they felt secure in an unstable economy.

View Interactive Annual Report

Northwestern Mutual and Forbes launch the new Fact & Comment page

Forbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

Go to Fact & Comment page

Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

Click here to read more

Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

View Scorecard

Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.

Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).