Travis Echols

Travis Echols Email and Phone Number

Owner, Echols Financial Services @ Travis Echols, Echols Financial Services
cumming, georgia, united states
Travis Echols's Location
Cumming, Georgia, United States, United States
Travis Echols's Contact Details

Travis Echols work email

Travis Echols personal email

n/a
About Travis Echols

I run a financial planning firm in Cumming, Georgia. Our expertise is income planning, tax planning, and investment management for retirees and pre-retirees over age 50. Retirement planning is all we do. Our team specializes in helping people who are in or near retirement, who are optimistic but cautious and have investable assets above $500,000. I have been helping people with their retirement since 2003.We enjoy working with retirees and people who are approaching retirement. We help people make the crucial decisions that greatly impact their retirement success and enjoyment--decisions like:

Travis Echols's Current Company Details
Travis Echols, Echols Financial Services

Travis Echols, Echols Financial Services

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Owner, Echols Financial Services
cumming, georgia, united states
Website:
efsga.com
Employees:
1
Travis Echols Work Experience Details
  • Travis Echols, Echols Financial Services
    Owner
    Travis Echols, Echols Financial Services Jun 2004 - Present
    1205 Peachtree Parkway Center, Suite 1104 Cumming, Ga 30041
    Travis' focus is working with retirees, and people who are approaching retirement, when crucial decisions are made that greatly impact their success and enjoyment in retirement. Travis enjoys helping people make important and often-difficult decisions like: -Do I have enough money to retire? -Based on my core values, when is the best time for me to retire? -When should I claim my Social Security benefits? -How can I make sure I don’t run out of money without cheating myself out of a nicer lifestyle? -How do I make the investment transition from accumulation to distribution?Travis is a Chartered Retirement Planning Counselor℠ (CRPC), Certified Senior Adviser (CSA), and the author of Successful Retirement Today and the founder of The Financial Freedom Experience. Visit www.efsga.net or call 770-889-8887 for more information.Echols Financial Services, an independent, fee-based, financial planning and investment company located in Cumming, Georgia. As a Registered Investment Adviser, Echols Financial Services has a fiduciary duty to its clients to always act in their best interest. Disclaimer: As a Registered Investment Adviser (RIA), Echols Financial Services (EFS) is not responsible for any likes, reviews, recommendations or third-party posts on this site. Also, any reference EFS makes to third-party content should not be construed as an adoption of or entanglement in that content. This page is for information only. It is not intended to be individual advice. Please consult a tax professional for tax advice and an attorney for legal advice. For specific financial planning advice, please call 770-889-8887 and we can discuss your particular concerns and goals. Past returns are not a guarantee of future results. Comments are my opinions as of the dates posted and are subject to change as conditions change.
  • Wachovia Securities
    Financial Advisor
    Wachovia Securities Oct 2003 - Jan 2004
    Helped clients achieve their financial goals through financial planning and investment management.
  • American Express Financial Advisors
    Financial Advisor
    American Express Financial Advisors Jan 2003 - Oct 2003
    Helped clients achieve their financial goals through financial planning and investment management. Received American Express Fast Track recognition for client acquisition.
  • Arris
    Product Integrity Engineer
    Arris Jan 2000 - Nov 2002
    Responsible for design reliability and availability of telecommunication products. Analyzed, tested and approved nine new products for market. This required experience with various design reliability tools, with special emphasis on prediction methods and Markov state-space models.
  • Rockwell International / Boeing
    Reliability Engineer
    Rockwell International / Boeing Apr 1984 - Jan 2000
    Responsible for the reliability analyses of missile systems designed and manufactured for the United States and other friendly foreign governments. This required experience with data analysis tools such as pie charts, paretos, flow charts, histograms, cause and effect diagrams, binomial, exponential, and hypergeometric distributions. Personally nominated by U.S. Army Project Office as designated Reliability Engineer for the highly-visible Patriot Advanced Seeker program.
  • Boeing
    Reliability Engineer
    Boeing Apr 1984 - Jan 2000
    Responsible for the reliability analyses of missile systems designed and manufactured for the United States and other friendly foreign governments.
  • Rockwell
    Reliability Engineer
    Rockwell Apr 1984 - Jan 2000
    Responsible for the reliability analyses of missile systems designed and manufactured for the United States and other friendly foreign governments.
  • Rockwell International
    Reliability Engineer
    Rockwell International Apr 1984 - Jan 2000
    Responsible for the reliability analyses of missile systems designed and manufactured for the United States and other friendly foreign governments.

Travis Echols Skills

Financial Services Retirement Data Analysis Financial Planning Personal Finance Investments Strategy Strategic Financial Planning Finance Retirement Planning

Travis Echols Education Details

Frequently Asked Questions about Travis Echols

What company does Travis Echols work for?

Travis Echols works for Travis Echols, Echols Financial Services

What is Travis Echols's role at the current company?

Travis Echols's current role is Owner, Echols Financial Services.

What is Travis Echols's email address?

Travis Echols's email address is tr****@****sga.com

What is Travis Echols's direct phone number?

Travis Echols's direct phone number is +177088*****

What schools did Travis Echols attend?

Travis Echols attended Denver College For Financial Planning, Southern Polytechnic State University.

What are some of Travis Echols's interests?

Travis Echols has interest in Family, Biblical Theology, God, Beach Vacations, Table Tennis, Exercise, Investing, Nutrition, Christian Philosophy And Apologetics, Church.

What skills is Travis Echols known for?

Travis Echols has skills like Financial Services, Retirement, Data Analysis, Financial Planning, Personal Finance, Investments, Strategy, Strategic Financial Planning, Finance, Retirement Planning.

Who are Travis Echols's colleagues?

Travis Echols's colleagues are Katie Lampl.

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