Travis~Martin Financial Services, LLC (TMFS) is a family-owned financial services firm located in San Antonio, TX.  The firm was founded in 1976 with the simple goal of providing financial products and services to people wanting to explore options that may help secure a sound and comfortable future.  We are especially proud of our history of excellent service and our commitment to meeting each client's needs.

What We Do

Our mission is to offer suitable investment products and insurance services to provide our clients with the education and tools to help preserve wealth and reach financial goals.

TMFS offers products and services for individual and group investments, insurance, education funding, employee benefits, and retirement and estate planning. Our specific services include:

• Retirement Plans (401k, 401a, IRA, Roth IRA)
• Investments & Securities
• Annuities & Mutual Funds
• Life & Health Insurance
• Long-Term Care Insurance
• Disability Insurance

"I wish I had started sooner."

We often hear this from our new clients. Studies show that most Americans worry about their financial situation. From living paycheck to paycheck to planning for college to preparing for a decent retirement, many become physically and emotionally drained.

Studies also demonstrate that planning your financial future with a qualified professional can pay off. You can't change yesterday, but you can make a difference for your tomorrow by acting today.

Due to troubling times, many people are paralyzed and don't know what to do about their finances.  As a result, they are doing nothing.  We believe paralysis is the worst strategy.  Contact us to schedule an initial evaluation of your financial and insurance investments.  Begin your move from paralysis to action.