We are excited to share that Travis McClarney, founder of McClarney Financial Group, was named Forbes’ Best-in-State Top Financial Security Professionals for 2022.
Our goal has always been to put our clients first in everything we do, and this prestigious recognition reflects our deep commitment to our clients’ best interests. As your needs, goals, and financial circumstances change over time, our promise is to evolve right along with you. We’re always looking for ways to learn and grow so we can provide the best possible support for your financial goals.
About the Forbes Best-in-State Top Financial Security Professional award
Each year, Forbes evaluates financial security professionals across the U.S., considering factors such as performance, asset value, client retention rates, adherence to industry best practices, and a qualitative analysis conducted by SHOOK Research. This award is granted to a select few professionals who leverage a comprehensive approach and possess exceptional financial planning expertise—and we are honored to accept it on behalf of Travis, his clients, and their families.
I’ve always believed in offering an accessible and personalized approach to financial planning. That’s why I leverage a comprehensive service model that caters to clients in all stages of life, regardless of income or account value. When you partner with us, you gain access to all our resources, planning tools, and a dedicated team of experienced financial professionals. Throughout the process, we simplify complex concepts, explore alternative solutions, and most importantly, uncover what brings you a true sense of fulfillment.
Every client has different goals, concerns, and questions they want answered, and after more than 14 years in the industry, I’ve learned that transparent, genuine relationships are key to effective financial planning. I get to know my clients on a personal level, and I put their desires and needs first. To me, there is no idea, dream, or goal too silly to entertain—if it matters to you, it matters to me. My role is to help you safeguard what’s important to you, offer advice in your best interest, and identify the best path toward the life you want to live.
Whether you’re just starting out and want to get ahead of the game or you’re wondering whether you have enough to retire, I’m here to help. I offer a personalized approach that instills a sense of confidence, so you can pursue your goals knowing someone you trust is there to guide you and look out for you.
A Heartfelt “Thank You”
While my name is on the award, it isn’t for me. Everything it stands for—a comprehensive service model, transparent advice, personalized service—is for you, my clients. You’re the reason McClarney Financial Group has grown and thrived over the years, and I’m honored that so many of you have trusted us with your wealth and financial wellbeing. I promise to continue putting you first, and I look forward to working alongside you and your families for generations to come.
The Forbes Best-In-State Securities Professional ranking, developed by SHOOK Research, evaluates, among other criteria, client retention, industry experience, compliance records, firm nominations, and assets under management. Portfolio performance is not included. Neither Forbes nor SHOOK Research receives a fee for these rankings.
In 2022, Travis McClarney was recognized as one of Forbes’ Best-in-State Top Financial Security Professionals, an honor reserved for a select few outstanding financial planners in Indiana. We are incredibly excited to be part of this distinguished list, and we are extremely grateful to our clients who made this possible. Thank you for trusting us with your wealth, your business, your family, and your future. We look forward to serving you with excellence for many years to come!
Insurance professionals earned this recognition based on various criteria such as personal interviews, assets under management, and compliance records. Honorees were chosen by SHOOK Research, an independent research firm. To learn more about their methodology, click here.
Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. The ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.