Owner
CurrentTravis' 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.