Travis Chance is the President of CFG Wealth Management, LLC, a Registered Investment Advisory firm. In 2005, he chose his career in the financial planning industry after seeing firsthand the dangers that poor financial advice can bring in retirement to his close loved ones. Family is especially important to him. He is married to his beautiful wife, Shannon, and they have three incredible daughters. Travis also has his client family, which he calls his CFG family, and takes a vested interest in not just forming a business relationship but a personal relationship with each of his clients and their families.
Travis specializes in helping clients age 50 and over and is a practicing (CFP) Certified Financial Planner™, and recipient of the (RICP) Retirement Income Certified Professional designation through the American College. Also, due to his firm specifically focusing on those approaching, entering, and in retirement, he has also attained the (CLTC) Certified in Long Term Care, (AIF) Accredited Investment Fiduciary, and (BFA) Behavioral Finance Advisor certifications. Travis has extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits, and retirement planning, and speaks regularly to groups on this topic.