We are Financial Professionals
Financial & Insurance Services
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Income Planning
Income planning for retirement can be a daunting task because there’s a lot to learn. At %%COMPANY NAME%%, we’re here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.
Legacy Planning
Legacy planning is one key element of any retirement strategy and helps ensure that your legacy carries on to help your loved ones and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on whether you’re looking to preserve assets for future use or transfer your wealth to beneficiaries.
Long-term Care
It can be beneficial to have a plan to be able to fund long-term care, should you need it at any point in your retirement. We are here to help you prepare for a long and comfortable retirement.
Retirement Strategies
Our organization prides itself on providing retirement strategies to %%CITY, STATE%% and the surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated strategy.
Social Security
Your Social Security benefit represents years of savings and hard work, which is why we work to ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
Tax Strategies
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.
Creating a Worry-Free Retirement
Helping people prepare for the retirement they’ve always dreamed of is a passion of mine. Whether or not someone is a client, I like to share the ideas that have helped me find success in this field, and that’s why “Creating a Worry-Free Retirement” means so much to me.
– Travis M. Sherman
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Color of Money
Risk Analysis
The Color of Money Risk Analysis was designed to help you better understand how your long-term goals should impact the financial decisions you make today. You can get your Color of Money Score by answering 11 simple questions!
Travis M. Sherman
Retirement Income Certified Professional
I am a follower of Christ and a father of two girls. In addition, I am a multiple time IRONMAN Triathlon Finisher, an elite level (Category 1) cyclist, an Eagle Scout and a Army ROTC Scholarship Recipient. Professionally, I am a Retirement Income Certified Professional® with professional designations and training in Social Security (NSSA®) and in Long-Term Care planning (CLTC®). Since 2001, I have been helping people craft the worry-free and stress-free retirements that they have always dreamed about. It would be my absolute pleasure to enjoy a cup of coffee and have a conversation with you.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.