Your "One Stop" Shop for all your Employee Benefit Needs
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Your One Stop Shop for All Your Employee Benefits

Employee Retirement Plans & Benefits 

 

Advocating for employee benefits for housing authority and appraisal district employees for over 40 years

In 1976 our founder, Henry Martin, began pushing for housing authorities to begin retirement plans for their employees and encouraging existing plans to increase their contribution amounts. We expanded to appraisal districts in the 1990's. 

While most groups have plans in place today, we continue to encourage Executive Directors and Board members to look at their benefits and the services provided to them and demand the best. 

We bundle benefits to bring cost effectiveness to groups no matter the size, starting with groups of one employee. 

 

 

Contact

➤ LOCATION

14855 Blanco Rd. #106
San Antonio, TX 78216

☎ CONTACT

travismartinfs@gmail.com
(210)236-8850

 

Employee Benefits 


Retirement Plans

The world of retirement plans has grown into a field of options complex, confusing and costly. Let us simplify your plan and pricing with our competitive offerings of 401a/ money purchase plans, SEP plans & 457b plans. 

All retirement plan participants are Travis Martin Financial Members. As such they receive financial planning, investment advice, and financial and retirement education with a National Social Security Advisor/ Certified Financial Educator/ Dave Ramsey Certified Financial Coach/ Investment Advisor Representative. Additionally, members have access to our proprietary planning system, My Family Briefcase, and trademarked program for working moms, Moms Talking Money.  All member groups receive 2 annual visits minimum as well as on-demand visits as needed. And many more perks!  


disability insurance 

We work with our brokerage to solicit short and long term disability for your group with the best options for your employees. Additionally, we offer voluntary disability products. 

Bundle with a retirement plan, health insurance plan or 2 other products for Travis Martin Financial Membership benefits listed under retirement plans and health insurance. 


Health insurance

Through our brokerage we are able to send out RFP's for our clients and receive quotes back from all carriers. Our office then compiles an easy to read proposal for the Board's review. 

Health insurance plans can also now be tailored for associations. Please talk to your regional association for more information. 

All health insurance participants are Travis Martin Financial Members. As such they receive financial planning, investment advice, and financial and retirement education with a National Social Security Advisor/ Certified Financial Educator/ Dave Ramsey Certified Financial Coach/ Investment Advisor Representative. Additionally, members have access to our proprietary planning system, My Family Briefcase, and trademarked program for working moms, Moms Talking Money.  All member groups receive 2 annual visits minimum as well as on-demand visits as needed. And many more perks!  


Vision & Dental Insurance 

Looking for inexpensive, stand alone vision and/ or dental? We have great options available from several companies offered for groups or voluntary. 

Bundle with a retirement plan, health insurance plan or 2 other products for Travis Martin Financial Membership benefits listed under retirement plans and health insurance. 


life insurance 

Our carriers offer the best coverage options for your employees with huge benefits like portability; allowing your employees to take their coverage with them. 

We offer group employer paid or voluntary term life and whole life. 

Bundle with a retirement plan, health insurance plan or 2 other products for Travis Martin Financial Membership benefits listed under retirement plans and health insurance. 


Ancillary products 

Employees deserve access to additional benefits for themselves and their family. We offer voluntary portable products such as accident insurance, long term care insurance, critical care insurance, hospital indemnity insurance and cancer insurance. 

Bundle with a retirement plan, health insurance plan or 2 other products for Travis Martin Financial Membership benefits listed under retirement plans and health insurance.