TFS Investment FAQs banner

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.

Consultations are free; however, there may be a fee associated with some services and products such as long-term care insurance, life insurance, and fixed products from other providers. We welcome you to make an appointment and learn more about how we can work together to build your financial future.

Members often appreciate having more than one source for financial information, especially a local advisor who can meet them in the branch where they already bank and provide additional insight.

Different levels of investment can be tailored to meet your investment risk tolerance – it's part of our process to determine the proper risk tolerance for the individual client.

Everyone's retirement is different – we can go over your options for the best way to put those retirement monies to work.

We have financial planning tools available to help our clients map out their financial futures. Schedule an appointment to see how we can help.

Starting a retirement plan while you’re young and healthy gives your investments more time for potential growth to help support a comfortable retirement.

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, as well as the future needs of your family.

TFS and LPL are separate entities that work together. You can read more about LPL and our relationship here.

For a free consultation or follow-up meeting with a financial consultant, call (888) 449-6030 
or visit the Meet The Team page to reach out to someone directly.


Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. 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.