The 5 biggest risks threatening your retirement — and the strategies most advisors never tell you about. Tax-free income. Guaranteed growth. Zero market loss.
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Real numbers. Real strategies. No jargon. We cover the 5 biggest risks threatening your retirement — and what to do about every one of them.
Will your money outlast you? A modest $3,500/month lifestyle to age 95 requires ~$1.3M before healthcare or inflation. We show you how to guarantee your income — for life.
The #1 Retirement FearYour 401(k) is Bucket 1 — the IRS owns a piece of every dollar. RMDs at 73 force withdrawals on their schedule. We show you how to legally move money to a tax-free bucket before it's too late.
Most Advisors Never Explain ThisOne decision worth $100,000–$200,000+ over your lifetime. Claim at 62 vs 70 is a $1,280/month difference — for life. We'll show you the optimal claiming strategy for your situation.
The $100K+ DecisionA bad market in your first years of retirement can permanently break your plan — even if the market recovers. We show you strategies with a zero loss floor that protect what you've built.
Don't Let the Market Decide3 in 4 retirees need long-term care. Average Texas cost: $65,000–$90,000 per year. Medicare covers almost none of it. We show you smart, cost-effective ways to plan for this.
3 in 4 Retirees Face ThisYou'll calculate your personal income gap live at the workshop — the difference between your guaranteed income and your actual expenses. That number is what we'll help you close in your free 1-on-1.
Hands-On Workshop ExerciseBoth options are completely free. No products, no pressure — just real information about your retirement.
60 minute educational workshop covering all 5 risks and the strategies to beat them. Perfect if you're just getting started or want to understand your options.
Monday - Friday @ 11a CST
30–45 minute private session where we run your exact numbers — income gap, tax exposure, and Social Security strategy — and build a personalized plan.
Available via Zoom or in-person · New Braunfels, TX
Licensed Insurance Professional · Volt Insurance · 830-730-3254
I'm a servant of God, husband to my incredible wife, and father of four — soon to be five. My faith drives every decision I make in business and in life.
My calling is to help families steward their retirement well — to protect what they've built, guarantee their future, and pass something meaningful on to the next generation. That's not a sales pitch. That's why I do this.
I don't sell products. I help families make wise, informed decisions — the kind of decisions I'd want someone to make alongside my own parents.
"I had no idea my taxes could go UP in retirement. Travis explained the three tax buckets in a way that finally made sense. We left the seminar with an actual plan — not just information."
"The Social Security timing section alone was worth the whole evening. We were about to claim at 62 — Travis showed us how waiting to 70 would put over $200,000 more in our pockets. One conversation changed everything."
"No pressure, no sales pitch — just real information. Travis genuinely cares. You can tell this is a calling for him, not just a job. I signed up for my 1-on-1 before I even left the room."
In 30 minutes, we'll calculate your personal numbers — no guesswork, no generic advice. You'll leave with a clear picture of exactly where you stand and what needs to happen next.
Your retirement is too important to leave to chance. Reserve your free seat — or book a private 1-on-1 — and let's build a plan that works.
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