Travis Wealth Management
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Travis Wealth Management (TWM) offers access to investment and insurance products through LPL Financial. Start a conversation today with our experienced financial consultants to learn more!
Retirement Planning
Investment Planning
Estate Planning
Education Planning
Tax & Gifting Strategies
Risk Management
Travis Wealth Management consultants will evaluate your options and recommend strategies to help you get you where you want to be. And we don't stop there. We also help you implement the recommendations. Then, we continually monitor your financial situation to ensure you remain on track to pursue your financial dreams.
TWM offers access to investing, retirement & financial planning, and insurance products such as long-term care and estate planning through Financial Consultants who are licensed with LPL Financial, America's largest independent broker dealer*. Our experienced Financial Consultants are available to help members at all TCU branches identify, prioritize, and strategically work towards their long-term financial and investment goals.
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Travis Wealth Management consultants help create a customized investment strategy, including:
Cash Flow
Savings
Education Funding
Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your investment knowledge. However, the following basic rules can help you make smarter choices regardless of whether you have some investing experience or are just getting started.
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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. brokercheck.finra.org
The financial consultants at Travis Wealth Management 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 Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Travis Wealth Management, 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 Wealth Management. 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.
LPL Financial Form CRS
Your Credit Union (“Travis Credit Union”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
The "Contact TWM" 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.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
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