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Focus On What’s Important To You

The financial consultants of Travis Financial Services can help you create a personalized investment strategy.

  • 401(k) & Transition Assistance
  • Mutual Funds
  • Fixed & Variable Annuities
  • Business Retirement Planning
  • Stocks & Bonds
  • Real Estate Investment Trusts (REITs)
  • Individual Retirement Account (IRAs)
  • Regular, Roth, or Educational IRAs
  • Life & Long Term Care Insurance
  • Unit Investment Trusts

Consultants begin by helping you identify your financial goals and evaluate where you are relative to those objectives. The goal of the financial planning process is to give you control of your financial circumstances, enhance your quality of life, and reduce uncertainty about your future.

Your Financial Plan Should Include:

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Cash Flow
Identifying your spending habits now will help us determine cash flow in retirement.

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Savings
A secure, manageable future includes savings for the expected and unexpected.

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Risk Management
Make sure the various levels and types of insurance you carry will align with your overall needs and goals. As a low-risk investment, insurance can also be used as an alternative revenue stream.

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Education Funding
Education is often one of the largest expenses families incur, so it‘s key to explore savings options.

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Retirement Planning
Considering Social Security benefits, employer-sponsored plans, and your personal investment portfolio, decide which balance of financial instruments will serve you best.

Featured Q&A on Retirement Accounts with a TFS Financial Consultant

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Many of us worry about how much to save for retirement. The financial consultants at Travis Financial Services can help. In this featured blog post, an advisor answers commonly asked questions about retirement accounts. Learn about savings and consolidation, as well as predictable retirement income!

Read Blog Post

Call toll-free (888) 449-6030

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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.