Simplifying Your Retirement Puzzle

Travis is a Certified Financial Planner™, Retirement Income Certified Professional, and Certified in Long Term Care. He can provide a variety of managed securities solutions, insurance products, and plans custom designed to meet your needs.

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INVESTMENTS

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

TAX
STRATEGIES

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

HEALTHCARE
PLANNING

With the average cost of nursing home care more than $80,000 per year and rising, chances are you may be considering planning for a long-term care strategy. CFG provides you with advice on how to develop a plan for long-term care whether planning to insure the costs or privately pay expenses.

ESTATE
PLANNING

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

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