Financial Advisor720 E. Broadway, P.O. Box 678 Columbia, MO 65201 Phone: 573-874-8529Email: firstname.lastname@example.org
Every investor has different reasons to invest, de¬pending on the life stage and personal financial goals. Regardless of whether you are planning for retirement, funding a child’s (or grandchild’s) education, or trying to figure out how to handle a 401(k) rollover, Travis can help you chart a course to guide you toward reaching your financial goals.
Travis can develop and imple¬ment a personal financial plan designed to help you reach financial independence. The plan takes into consideration your short- and long-term goals, current financial condition, tolerance for risk and time to invest.
Travis keeps the financial planning process easy and confidential. Initially he will meet with you to gather information on specific aspects of your financial life; savings, investments, insurance, taxes, retirement, etc. – anything pertinent to your situation. Then, after completing an in-depth study of the data you provide, he will present a detailed investment strategy for you to consider.
Once implemented, Travis will periodically invite you to meet and review performance, changing economic conditions and suggest adjustments to your plan to keep you on course toward financial independence.
Travis graduated from the University of Central Missouri (Warrensburg) in 2002 with dual degrees: a B.S. in Economics and a B.S. in Business Administration in Finance. He completed his MBA at Missouri State University (Springfield) in 2004. He now resides near the Boone County community of Hallsville where he is a member of the Masonic Lodge. Travis is active in the Tiger Shrine Club in Columbia, and is a passionate supporter of the Shriners Hospital for Children. In his spare time, Travis enjoys collecting and restoring antique tractors, raising honey bees and caring for horses on his farm.In today’s complex and ever changing financial marketplace, it’s important to prepare for your future. To guide you with these decisions, Travis provides comprehensive, no-obligation financial reviews to folks like you. Call, email or stop by his office him today to schedule a one-on-one conference.
InvestorServices investment professionals are registered representatives of INVEST Financial Corporation (INVEST), member FINRA /SIPC . INVEST and its affiliated insurance agencies offer securities, and certain insurance products. INVEST is not affiliated with Boone County National Bank or InvestorServices. Products and services offered through INVEST are •Not FDIC insured •not guaranteed by any bank •may lose value.
INVEST does not provide tax or legal advice.
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