Step 1: Prepare and Personalize
Before we help to determine the next steps for your financial future, we want to get to know you. Some clients need help preparing their businesses for successors; others want to find a way to spend their golden years traveling the world. Whatever your goals and dreams are, we want to hear about them. Your desires and concerns for your future all play a role in your financial strategies and solutions, and who you are determines the decisions you make. Your process should suit your unique needs, goals, and risk tolerance, which is why we take the time to discover what success looks like to you before we recommend a specific direction. From there, we can fine-tune your strategies and choose solutions that are best aligned with your vision of success.
Step 2: Organize and Implement
Once we know what’s important to you and where you want to go, we’ll help you prioritize your goals and quantify them into specific objectives. Your plans for the future affect your current financial decisions and lifestyle, which is why it’s important to determine measurable steps to attain the future you desire. We’ll help you decide which goals are realistic and which should be adjusted or scaled down, then identify what resources are available to you. From there, we’ll help you leverage current opportunities and create strategies that move you toward your goals. In this step of the process, we’ll identify and implement plans to better position your wealth, manage your assets, and help you prepare for the future. This could include establishing insurance policies, transferring assets to tax-efficient accounts, or assigning trustees for your estate. As we work with you, we’ll coordinate with your other trusted advisors as needed to ensure your financial solutions are in alignment with your overall tax and legal strategies.
Step 3: Monitor and Optimize
Setting you up for financial success isn’t a one-time process—the strategies we implement will continue to work on your behalf as you live your everyday life. As you grow, your priorities, goals, risk tolerance, needs, and the economy will change. We’ll make adjustments as needed and advise you on ways to seek to improve your strategy whenever possible. We’re here to provide ongoing service and guidance whenever you have questions or seek advice for major financial decisions. Over time, we’ll monitor the progress of your wealth management and protection approach to ensure you’re on the right course to stay aligned with your goals. We’re in this for the lifetime of your financial strategy, just like you are, and we’ll make sure you’re working toward your vision of success no matter how your life evolves.
Step 1: Prepare and Personalize
Before we help to determine the next steps for your financial future, we want to get to know you. Some clients need help preparing their businesses for successors; others want to find a way to spend their golden years traveling the world. Whatever your goals and dreams are, we want to hear about them. Your desires and concerns for your future all play a role in your financial strategies and solutions, and who you are determines the decisions you make. Your process should suit your unique needs, goals, and risk tolerance, which is why we take the time to discover what success looks like to you before we recommend a specific direction. From there, we can fine-tune your strategies and choose solutions that are best aligned with your vision of success.
Step 2: Organize and Implement
Once we know what’s important to you and where you want to go, we’ll help you prioritize your goals and quantify them into specific objectives. Your plans for the future affect your current financial decisions and lifestyle, which is why it’s important to determine measurable steps to attain the future you desire. We’ll help you decide which goals are realistic and which should be adjusted or scaled down, then identify what resources are available to you. From there, we’ll help you leverage current opportunities and create strategies that move you toward your goals. In this step of the process, we’ll identify and implement specific solutions to maximize your wealth, protect your assets, and help you prepare for the future. This could include establishing insurance policies, transferring assets to tax-efficient accounts, or assigning trustees for your estate. As we work with you, we’ll coordinate with your other trusted advisors as needed to ensure your financial solutions are in alignment with your overall tax and legal strategies.
Step 3: Monitor and Optimize
Setting you up for financial success isn’t a one-time process—the strategies we implement will continue to work on your behalf as you live your everyday life. As you grow, your priorities, goals, risk tolerance, needs, and the economy will change. We’ll make adjustments as needed and advise you on ways to improve your strategy whenever possible. We’re here to provide ongoing service and guidance whenever you have questions or seek advice for major financial decisions. Over time, we’ll monitor the progress of your wealth management and protection approach to ensure you’re on the right course to stay aligned with your goals. We’re in this for the lifetime of your financial strategy, just like you are, and we’ll make sure you’re working toward your vision of success no matter how your life evolves.
Forbes 2022 Best-in-State Financial Security Professional
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!
About the Award
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.