Products and Services
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:
Investment Services: CFG Wealth Management, LLC. utilizes asset allocation portfolios provided by third party money managers. Our advice and recommendations are based on your investment goals, risk tolerance, time horizon, and individual needs - which may be especially beneficial for tax planning situations.
Financial Plans: CFG Wealth Management LLC. also offers custom comprehensive and modular financial planning. These fee based plans are specifically tailored to each of your client's current situations, needs, and goals. This plan is a comprehensive financial plan including: cash flow, tax analysis, investment planning, accumulation & educational funding, retirement analysis & planning, and estate planning.
CFG INSURANCE PLANNING - CFG Insurance Planning is an affiliated company to CFG Wealth Management that provides access to the insurance based solutions offered below.
Self Employed / Small Business Owner Services: We assist many self employed and small business owners in providing the planning and the piece of mind that helps them focus on what they do best, which is making their business successful. We assist business owners seeking to retain employees with strategies such as Executive Bonus Plans and Non Qualified Deferred Compensation Plans. We also assist business owners prepare for the unexpected event of the loss of a key employee by using Key Person Life Strategies, or the loss of a business partner Buy-Sell Agreement Strategies.
Annuities: Annuities offered through many of the world's top A rated life insurance companies. These financial instruments meet the needs of today’s growing population in the 50-plus age group by offering benefits to address a variety of needs, including nursing home care and post-retirement disability. A full complement of annuity types, each appealing to seniors' unique requirements is also provided through CFG. They include:
- Fixed Indexed Annuities
- High Liquidity Annuities when it’s flexibility you want
- *Guaranteed Income for life
- MYGA- Multi Year Guarantee Annuities
- Fixed Interest/CD Type Annuities for more conservative investors
- Taxed deferred growth from annuity planning while creating an income stream
- SPIA- Single Premium Immediate Annuities
- Medicaid Qualified Annuities.
*guarantees are dependent upon the claims-paying ability of the issuing insurance company
Long Term Care Insurance Planning- With the average cost of nursing home care in excess of $80,000 per year, chances are you may be considering investing in long-term care insurance. FIG and CFG provide you with access to long-term care insurance policies through many of the industry's leading providers.
Life Insurance Life Insurance is often considered for protection of young families, but it can be just as important in assuring the transfer of wealth of future generations. Chance Financial Group represents a long list of companies offering a range of life insurance products that includes Single Premium, Second to Die, Equity Indexed Universal Life and other products geared to the needs of affluent investors.
How financially vulnerable are you? Many don’t save enough for retirement, save enough for college plans, or have adequate life insurance because of limited resources. What if there was a way to do all three and write one check?! These options are designed with the clients total needs in mind. Looking for tax-free income for retirement, planning for college, and concerned about your spouse’s well being? These options can be tailored to fit the needs of families, small business owners, and young professionals.
* Investments and Managed Accounts are not FDIC Insured, nor are they deposits of or guaranteed by a bank or any other entity.
Advisory services are provided through CFG Wealth Management, LLC., a Registered Investment Advisor.
Insurance services are provided through CFG Insurance Planning.