Travis M. Shinn

Partner

With over a decade of experience in the insurance and financial services industry, Travis Shinn is dedicated to helping individuals and small businesses achieve their financial goals. Travis brings a unique blend of expertise and personalized service to his clients, guiding them through the complexities of financial planning, retirement, and investments.

Specialties:

  1. Financial Planning: Travis believes in taking a holistic approach to financial planning, considering every aspect of his clients' financial lives. From budgeting and debt management to tax planning and estate planning, Travis works closely with his clients to develop comprehensive financial strategies tailored to their unique circumstances and goals.
  2. Retirement Planning: Planning for retirement can be daunting, but Travis is committed to making the process as smooth and stress-free as possible for his clients. He helps individuals envision their ideal retirement lifestyle, calculates retirement income needs, evaluates pension and Social Security options, and creates personalized retirement savings plans to ensure a secure and comfortable retirement.
  3. Investments: Whether clients are just starting to invest or looking to optimize their existing investment portfolio, Travis provides expert guidance to help them make informed decisions. He conducts thorough risk assessments, identifies suitable investment opportunities, and monitors portfolio performance regularly to ensure alignment with clients' goals and risk tolerance.

Approach: Travis understands that each client has unique financial aspirations and concerns. He takes the time to listen attentively, building strong relationships based on trust and open communication. By educating his clients about financial concepts and strategies in a clear and understandable manner, Travis empowers them to make confident decisions about their financial future.

Credentials:

  • Series 7 and Series 66 Securities Licenses
  • Life and Health licensed.

Outside of his professional practice, Travis is passionate about giving back to his community. He volunteers his time with local nonprofit organizations, providing financial education and guidance to underserved individuals and families. He also serves as a mentor to aspiring financial professionals, sharing his knowledge and experience to help them succeed in the industry.

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