Travis Financial

A financial advisory practice of Ameriprise Financial Services, LLC
Team photo for Travis Financial

Personalized goal-based advice to help you feel more confident about your financial future.

  • Your financial priorities

    Learn more about key financial and investment insights to help you achieve your goals.

    Explore insights
  • Financial advice

    Discover services and solutions that fit your financial needs and priorities.
    Get started
  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
    See your options

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

Our goal at Travis Financial is to help relieve your financial concerns. We understand that finances are stressful. We also know that you don’t want them to be. The problem is you don’t know who to trust.

With 39 years of combined financial services experience, we help people relieve their finance related anxiety and replace it with peace of mind. So that your finances don’t keep you up at night, we will:

1. Listen – What do you want to accomplish? What is causing you finance related stress?

2. Collaborate – We will look at where you are versus where you want to be.

3. Enact – Together we will come up with a plan of action.

Transparency is very important to us, both in regard to what is being done, and how we are compensated. We want you to understand the process and who you are working with.

If you don’t know what to do next, let's visit about your situation.

Schedule an appointment today. Call (979) 297-3700

Featured insights

View more markets and economic insights

Evaluate your 401(k)

Many people wait to roll over their 401(k) dollars until they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you evaluate the pros and cons and determine if a rollover fits with your overall retirement savings strategy. Together, we can help you work toward your financial future with more confidence. Learn about your options with the Rollover Evaluator.