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Investment Adviser Representative
Santa Fe Professional Ctr, 8564 E CR 466, STE 302
The Villages, FL 32162
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
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.
- Western Michigan University, where I earned a Bachelor of Science degree.
- Life and health insurance license in the state of Florida.
Investment Adviser Representative of Blackston Financial Advisory Group, LLC. Blackston Financial Advisory Group, LLC is a Registered Investment Adviser authorized to utilize Royal Fund Management investment services via a Sub-Adviser Agreement.
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.