Frequently Asked Questions | FAQ | Travis Financial Services

Do I need large amounts of money to start an investment plan?

You’d be surprised to find out how little money it takes to start accomplishing some of your more significant financial goals. One of our financial consultants can help you determine just how much you need.

Is a fee involved?

Consultations are free; however, there may be a fee associated with some services and products such as long-term care insurance, life insurance, and fixed products from other providers. We welcome you to make an appointment and learn more about how we can work together to build your financial future.

I already have an investment representative and an investment program.
Why do I need a financial consultant located at the credit union?

Members often appreciate having more than one source for financial information, especially a local advisor who can meet them in the branch where they already bank and provide additional insight.

Isn’t investing risky?

Different levels of investment can be tailored to meet your investment risk tolerance – it's part of our process to determine the proper risk tolerance for the individual client.

I've left my job... what should I do with my old retirement plan?

Everyone's retirement is different – we can go over your options for the best way to put those retirement monies to work.

How will I know if I can retire?

We have financial planning tools available to help our clients map out their financial futures. Schedule an appointment to see how we can help.

I am young and healthy. Why do I need to plan for retirement now?

Starting a retirement plan while you’re young and healthy gives your investments more time for potential growth to help support a comfortable retirement.

Am I too old to invest?

Actually, many people outlive their resources. Retirees need growth from investments too. Talk with one of our financial consultants about how to meet your current and future financial needs, as well as the future needs of your family.

What is the relationship between LPL and Travis Financial Services?

TFS and LPL are separate entities that work together. You can read more about LPL and our relationship here.

For a free consultation or follow-up meeting with a financial consultant, call (888) 449-6030
or visit the Meet The Team page to reach out to someone directly.

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