Travis Clark

Background

About Travis Clark

Life is constantly in motion. Because of the constant movement, financial decisions can sometime be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard. As a Financial Planner with Prudential, one of my specialties is comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. If a full financial plan is not needed, we can work together to address specific protection needs (such as life insurance, disability income insurance, and long-term care insurance) or to address specific investment goals (such as growth or guaranteed income). No up-front fee is charged for consultations for insurance or investments. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both. My financial planning services cover: • Retirement planning • Education planning • Estate planning strategies • Risk Management • Insurance Needs • Investment Planning • Funding for a Major Purpose • Current Net Worth and Cash Flow Statements • Listening to clients to understand their unique financial needs and goals • Providing customized insurance and investment solutions Asset Protection & Risk Management • Life Insurance • Disability Income Insurance • Long-Term Care Insurance Investment & Retirement Planning Needs • IRAs • Annuities • Managed Money • Mutual Funds Business Planning Needs • Business Continuation Funding • Executive Compensation Funding • Key Person Insurance