About Travis

Travis family photoTravis M. Sherman

Father, Husband and Retirement Income Certified Professional (RICP)

I am a follower of Christ, a husband and a father of two young girls. In addition, I am a 7 x Ironman Triathlon Finisher, an elite level (Category 1) cyclist an Eagle Scout, and an Army ROTC Scholarship Recipient. Professionally, I am a National Social Security Advisor, a Retirement Income Certified Professional (RICP) and a Registered Financial Consultant (RFC).

My objective is to educate first and then help clients create a tax efficient retirement income with the goal of creating income to meet their income needs throughout their entire retirement.

The first step is to create a claiming strategy that optimizes their Social Security income for their situation.

The next step is to help clients determine a balance between assets at risk (“Red Money”) and assets that are designed to provide principal protection and an opportunity for conservative returns (“Green Money”) to fill any income gaps.

The final step is to help my clients create an income strategy that has the proper blend of income from tax-free investments and taxable investments in order to take full advantage of tax deductions, tax exemptions and tax credits.

My overall goal is to help people create a stress free retirement and to conduct business in a way that honors and pleases God.