Travis Floyd

About Travis Floyd

If you\'re considering retirement, it’s important that you look forward to it without worry. I map out a custom strategy that allows you to confidently step away from work life and create the retirement lifestyle, income you want and get back one your most valuable assets - TIMEConnect with me today and take the first step to pursuing your financial goals. Other ways to reach me: 81••••••90 T•••••@foundationwealthpartners.com WHAT DO I DO & HOW DO I HELP? You’re at a crossroads. You’ve made the decision to retire, but what’s next? I work with people like you to help you make time your greatest asset by building a solid financial plan that will allow you to focus on the road ahead rather than what’s behind and help you work toward your financial goals. THINGS TO CONSIDER I help clients look into their future, assess their present situation and then work together to find solutions that are right for them. My team and I have developed a process that not only finds the opportunities during good times but also during challenging economic times, which allows us to mitigate market downturns. My promise to you is that we’ve made the process of making sure your investments are working as hard as possible for you extremely convenient and we do the heavy lifting for you. WHAT SOLUTIONS DO I PROVIDE I provide a diverse set of services to ensure all aspects of your financial life are met. 1:1 money consulting & full scope financial planning Portfolio management Tax planning Estate Planning I have the experience and expertise you need to preserve and manage your wealth and help avoid pitfalls. Let me show you how to take control of your retirement so you can get your time back. Find some time on my calendar in the featured section below.Securities offered through LPL Financial, Member FINRA/SIPCFor hyperlinks to FINRA and SIPC, please refer to \'Contact Info\' section above. Investment advice offered through Advisor Resource Council, a registered investment advisor. Advisor Resource Council and Foundation Wealth Partners are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which we are registered to do business, please visit

Experience

1. Wealth Advisor

   Foundation Wealth Partners

   Oct 2017 — Present · Southlake, TX, US

   Foundation Wealth Partners is an independent wealth management firm, we provide financial advice while making suitable choices for our clients tailored to their individual situations and desires. Whether your growing your business or not-for-profit, moving full steam ahead to safeguard your families future, developing a detailed retirement income strategy, or crafting a family legacy, our clients have come to expect innovative strategies executed at a high level. With offices based in the Dallas and Fort Worth area, Foundation Wealth Partners serves individuals and entrepreneurs throughout the Dallas-Fort Worth metroplex. Contact us today for a complimentary consultation.

Education

• University of Missouri-Columbia

  Bachelor of Business Administration - BBA, Finance and Financial Management Services

  2004 — 2008