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My basic financial planning strategy includes simplicity. In my experience, the real challenge lies in seeing the big picture and analyzing all the working parts. By delivering an approachable plan, I help my clients clarify the path to their goals.
As a Wealth Manager with FSC Securities Corporation, I am passionate about helping my clients work to achieve their financial goals. I strive to build lifelong relationships with clients, maintaining the highest standards of quality, service and integrity.
I understand that each client is different. Therefore, I provide customized planning to meet each client’s specific needs and goals. I feel lucky to do this work; I get to help people from all walks of life that are doing good in the world.
I help young professionals balance their long-term goals with their day-to-day choices. I help mature couples confirm that their diligence has paid off and they’re ready to retire. I help others to explore the ramifications of major decisions like a career change or a return to school.
It’s tremendously fulfilling to help my clients make good decisions for their goals and circumstances. I know I’m successful when money becomes a positive influence in their lives and in the world.
If you know someone who would benefit from my financial guidance, let them know to contact me for an initial no-cost, no-obligation ‘get acquainted’ meeting.
Travis C. Price, Wealth Managertravis@pricefg.com