Is a fee involved?
Consultations are free; however, there may be a fee associated with some services and products.
I am young and healthy. Why do I need to plan for retirement now?
Starting a retirement plan while you’re young and healthy gives your investments more time for potential growth to help support a comfortable retirement.
Isn’t investing risky?
There are different levels of investment that can be tailored to meet your investment risk tolerance.
Do I need large amounts of money to start an investment plan?
You’d be surprised to find out how little money it takes to start accomplishing some of your more significant financial goals. One of our financial consultants can help you determine just how much you need.
I already have an investment representative and an investment program. Why do I need a financial consultant through the credit union?
Members often appreciate having more than one source for financial information. You may find that you prefer managing your savings and investments at the credit union.
Am I too old to invest?
Actually, many people outlive their resources. Retirees need growth from investments too. Talk with one of our financial consultants about how to meet your current and future financial needs.
For a free consultation or follow-up appointments with one of our financial consultants, please call (888) 449-6030.
Check out your broker with BrokerCheck by FINRA. http://brokercheck.finra.org/
The financial consultants at Travis Financial Services are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Travis Credit Union and Travis Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Travis Financial Services, and may also be employees of Travis Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Travis Credit Union or Travis Financial Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or any other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
The "Contact TFS" and "Login to Your Account" links are provided as a convenient connection between the websites belonging to Travis Credit Union and its business partner. The policies and procedures in use at our business partner may differ from those in use at Travis Credit Union. Travis Credit Union is not responsible for the content contained in our business partner website.