Travis McClarney
Financial Planner at McClarney Financial Group
- Role
- Financial Planner at Prudential Advisors
- Location
- Evansville, IN, US
- LinkedIn followers
- 500 followers
About Travis McClarney
Life is constantly in motion. Because of the constant movement, financial decisions can…
Experience
Financial Planner
Oct 2022 — Present
A Financial Planner• Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on strategies for the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.
Education
Heidelberg University, Tiffin OH
Bachelor's degree, Political Science and Government
2007 — 2010
Skills
- Retirement Planning
- Insurance
- Retirement
- Estate Planning
- Recruiting
- Financial Recruiting
- College Recruiting
- Hands on Leader
- Interviewing
- Training
- Key Person Insurance
- Small Business
- Securities
- Life Insurance
- Long Term Care Insurance
- Fixed Annuities
- Financial Services
- Interviews
- Disability Insurance
- Leadership
- Customer Service
- Career Development
- Leadership Development
- Wealth Preservation Planning
- Management
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