EMPOWERING CLIENTS TO ACHIEVE
FINANCIAL PEACE OF MIND

TRAVIS M. SHERMAN WORKS HARD TO HELP YOU CHOOSE THE RIGHT RETIREMENT PATH.

Travis believes in an educational approach, and is here for you. His mission is to provide the families and businesses he serves with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to his clients and building lifelong relationships are tenets of success that Travis brings to every client relationship.

Travis provides each client with custom-tailored strategies to meet both short- and long-term needs. Travis’ goal is to help each one of his clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.

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Travis’ Focus is on You.

Travis wants to empower you to navigate today’s complex financial world. He customizes a plan to fit your individual and family needs so that you can achieve a stress free retirement!

Take your first step on the road to retirement.

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score. You may also explore where you are on the risk spectrum, and you can choose to retake the Color of Money Risk Analysis to further understand how specific actions may affect your score.

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Take your first step on the road to retirement.

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score.

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Services

Travis M. Sherman takes pride in providing comprehensive retirement strategy services to each of his clients. His comprehensive services integrate all aspects of his clients’ financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.

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COMRA

The Color of Money Risk Analysis was designed to help you better understand how your long-term goals should impact the financial decisions you make today. You can get your Color of Money Score by answering 11 simple questions. It’s the first step toward evaluating your finances using the most important criteria of all – your goals!

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Vault

Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments and other critical documents because they can now all be kept in one place that is easily accessible! Contact me today to learn more how Generational Vault can help ensure that you are left with clarity instead of chaos.

Social Security Maximization

Travis M. Sherman helps his clients understand their Social Security benefits and educate them on how they can maximize their benefits.

Your Social Security retirement benefit represents a lifetime’s worth of savings, time and work, and is most likely your oldest and largest retirement account. Although most Americans are familiar with the basics of Social Security, very few are able to figure out – on their own – exactly the best way to file so they can get the most out of all they have put in. Delaying filing for Social Security can potentially increase your benefit amount each year you wait.*

There is a lot to know about Social Security, and the more you know, the better decisions you can make, helping to bring you just that much closer to maximizing your benefit. I will help you get the most you can out of your benefit, so you can take one step closer towards the comfortable and happy retirement you have worked so hard for!

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Travis M. Sherman | Retirement Income Consulting LLC is not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

*https://www.ssa.gov/pubs/EN-05-10147.pdf

What Travis Can Provide You

I provide investors custom-tailored strategies to meet short- and long-term needs. My goal is to help my clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.

Insurance Solutions
Is your insurance plan well-thought out?

Investment Management
Through our strategic alliance, we can help optimize your investments.

Social Security
How can you maximize your Social Security benefits?

Financial Solutions
Learn how to prepare for a steady retirement.

Want to know more about my services?
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Generational Vault

Keep your financial information safe and secure.

Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments and other critical documents because they can now all be kept in one place that is easily accessible! Contact me today to learn more how Generational Vault can help ensure that you are left with clarity instead of chaos.

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Contact Travis M. Sherman

If you have questions or would like more information about our services or solutions, please fill out the form below and I will respond shortly. Or simply contact my office by phone or email to schedule a no cost or obligation appointment with my team.

Travis M. Sherman | Retirement Income Consulting LLC
2131 Data Office Dr
Suite 250
Hoover, AL 35244

(205) 602-6308
travis@retirement-income-consulting.com

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Travis M. Sherman
Father, Husband and Retirement Income Certified Professional
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 Certified Tax Specialist, a National Social Security Advisor, a Retirement Income Certified Professional and a Registered Financial Consultant.I speak to groups throughout the state regarding how they can optimize their Social Security, integrate it with other retirement savings vehicles and how they can create a tax-free retirement income that is guaranteed for life.My objective is to educate first and then help clients create a tax efficient retirement income that meets their income needs on a guaranteed basis throughout their entire retirement.This is done by first creating a claiming strategy that optimizes their Social Security income so that they can get the highest cumulative benefit from the system possible.The next step is to help clients determine the proper balance between assets at risk (“Red Money”) and assets that are guaranteed (“Green Money”) so that they can fill any income gaps with guaranteed income for life without worrying about stock market volatility delaying or ruining their retirement.The final step is to 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 so that clients can achieve a tax-free retirement income and leave a tax-free legacy to family or to charities.My overall goal is to help people create a stress free retirement and to conduct business in a way that honors and pleases God.