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Travis Bender
Investment Adviser Representative
OFFICE: 352-633-9046

TOLL-FREE: 888-319-5656

FAX: 352-633-9043


SERVICE AREA:
Florida
OFFICE LOCATION
Santa Fe Professional Ctr, 8564 E CR 466, STE 302
The Villages, FL 32162


HOURS
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
CONNECT WITH ME:
Welcome

Born and raised in Michigan, Travis’ dedication to family and meaningful work are the result of his tight-knit family upbringing.

I am committed to developing long-term relationships with all of my clients. Honor, integrity and a strong work ethic were instilled in me by my parents and are themes that run deep in my personal and professional life. I want to be your trusted insurance professional and will work to help ensure that your retirement assets are protected for the future, while offering flexible financial strategies for your retirement needs.

Areas of Focus
  • Estate planning
  • Assistance with rollovers (401(k), 403(b), IRA, Roth)
  • Retirement income strategies
  • Social Security strategies
  • Asset preservation
  • Tax minimization strategies.
Education
  • Western Michigan University, where I earned a Bachelor of Science degree.
  • Life and health insurance license in the state of Florida.

 

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