Schedule R. Travis Terlau, CFP® as a Featured Speaker

Are you affiliated with an organization that would benefit from hearing from a Certified Financial Planner™ about ► Planning for Retirement ► Legacy Planning ► Optimizing Your Social Security Benefits ► Women and Investing ► Income Planning ► Reducing Taxes ► 401(k) Rollovers ► Pension Benefits ► Estate Planning ► Long Term Care ► The […]

Schedule a Family Meeting

During the holidays, families are more likely to discuss big life topics, like announcing an upcoming retirement, the declining health of a loved one, and other financial opportunities and challenges. Oftentimes these conversations bring up more questions that need answers. As your financial advocate, we love having meetings between clients and their families. Family meetings […]