12915 Jones Maltsberger
Suite 604
San Antonio, TX 78247
ph: 210-494-8295
fax: 210-491-2758
alt: 800-695-0212
jesse
Services
We work with people from all walks of life providing financial and insurance products and services. Clients have the flexibility to engage us on either a one-time, as-needed, or ongoing basis. Remember, you don't have to have a fortune to start building one. We believe today is always the best time to get started. Whether you are building assets for the future - or seeking to protect, enjoy and pass on those you already have - Travis~Martin Financial Services, LLC can help you along the way.
To help you reach your goals, our services include:
- Retirement Planning Products (401K, IRA, Roth IRA)
- College Funding
- Lump Sum Distribution
- Ongoing Asset Services
- Life, Health, and Disability Insurance Needs Analysis
- Financial Seminars for Church and Civic Groups
- Corporate Employee Financial Education - Seminars on 401(k)'s, Employee Benefits, etc.
Investments
You work hard and save responsibly; you deserve a financial professional who will do the same for you. We will search the industry for a product that matches your investment objective and work towards your strategic goal and timeline. We constantly monitor the market and your investment to make sure we are taking advantage of every available opportunity to maximize your earnings.
Insurance
Life happens, and it can come at you pretty fast at times. To help you prepare for the unimaginable and protect you and your family, we offer various health and life insurance plans as well as disability and long-term-care insurance plans. We have access to a wide array of insurance providers to match the coverage you require at competitive prices.Small Business
We have access to a wide array of insurance and retirement plan providers so you can obtain a policy that is suitable for you. All of our business plans are customized and individually managed to provide you with unparalleled service that you can trust and rely on.
Every participant in the plan has access to all of the financial services we provide.
What Our Clients Say
Many clients of ours come to us after having talked to other financial and insurance professionals. They tell us that their previous professional:
- Only talked about investments where they received commissions
- Rejected them because they didn't meet a minimum asset size
- Didn't understand their needs
- Failed to give them personal attention after a sale was made
With us, they found people who honor their clients, who listen carefully and respond thoughtfully to their concerns.
Jesse Travis & Judi Travis are Registered Representatives with and offering Securities through Transamerica Financial Advisors, Inc. (TFA) Member FINRA, SIPC and Registered Investment Advisor. Non-Securities products and services are not offered through TFA. TFA and Travis~Martin Financial Services, LLC are not affiliated. LD38413-10/10.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, acess to this information must be limited to individuals residing in the following states: CA, NM, OK, and TX.
A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, IA, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, IA, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, IA, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker/dealer, IA, BD agent or IA rep, a consumer should contact his or her stated securities law administrator.
CA License No. 0G26879
Copyright 2010 Travis~Martin Financial Services, LLC. All rights reserved.
12915 Jones Maltsberger
Suite 604
San Antonio, TX 78247
ph: 210-494-8295
fax: 210-491-2758
alt: 800-695-0212
jesse
