Financial Planning 101

Investment markets are crazy. Inflation is crazy. The housing market is crazy.
Let’s be real…LIFE is crazy.
How great would it be if you changed your relationship with money,…gained a new perspective on the role of money in your life?
That’s what I’m here to do! Let’s settle a lot of the craziness by setting goals and putting together a plan that will get you moving toward your desired financial future!
I can help with:
• Spending Plan & Cashflow Management
• Tax Reduction Strategies
• Financial Coaching and Accountability
• Individual or Group Insurance Options
• Individual Retirement Accounts
• Real Estate Solutions
• Management and Business Planning
• Employer Sponsored Retirement Accounts - 401k or 403b
• Education Savings Plans
• Investments for Minor Children
Looking forward to talking with you!

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Reviews

"Very attentive and patient. Easy to communicate with. Highly recommended."

anastasia w

"Travis did great job helping us getting our dream home . He was always there whenever we needed support and answered all our questions z"

mona s

"Travis is a wealth of information and went above and beyond for me. I couldn't have asked for a better lender."

melisa v

"The time Travis took to provide very detail reports and updated the options and made a video to review them all. Much appreciated!"

ana l

"Travis made a very difficult process manageable by being extremely knowledgeable, patient and available! Thank you so much for assisting me through one of the hardest processes I have gone through in my lifetime."

ticey h

"Professional and friendly. Responsive and easy to use"

sean c

"Multiple financing options with long term impact was excellent. Excellent communication, taking care of things (research, docs, coordinating with previous lender, etc) without needing my direct involvement."

nicolas m

"Travis was very helpful breaking down all the information into easily understandable bits."

alexander j

"Travis and his team are amazing and very helpful."

crystal s