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The Millennial’s Guide to Retirement Planning
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Travis William Shultz
Wealth Management Advisor|CFP®
Plan Wisely, Live Freely
Our Mission
To help people in their financial planning so that they can focus on the things in life that are much more important than money: faith, family, friends, and bettering their communities.
Client Testimonial
Working with Travis is always a pleasure. He is thoughtful in his approach, tailored to your individual situation and excellent at explaining current thinking. He is adaptive to what your goals and abilities are and is sure to respond with realistic solutions for both short and long term financial plans.
Client Testimonial
Travis is a good friend and a person that I really enjoy working with. I believe him to be extremely trustworthy and provides kindness and thoughtfulness when working with you on your financial planning.
Client Testimonial
My wife and I have been working with Travis for about 10 years. During that time, we've always found him to be sincere, friendly, patient, and one that looks out for the clients' best interests. He does a great job breaking down all the financial options to consider. Thanks to Travis' guidance and expertise, we have really well thought-out plans for retirement and college savings. We appreciate everything he brings to the table!
Client Testimonial
I've had the pleasure of working with Travis as our financial advisor for the past 5 years. Planning for the future financially is a delicate matter that Travis has consistently navigated with kindness and humor. The plan we have in place today has grown over the years to evolve as our needs and wants have changed. Building this plan together took time and patience that Travis shared without hesitation. He is always happy to explain, council and review progresses whenever we've requested. His approach to information gathering and sharing helps to show us all the granular details and how they best fit the big picture, which really helps us to feel empowered to make and own our financial decisions. Without hesitation I would, and regularly do, suggest Travis to anyone looking to build a plan for today and into the future.
Client Testimonial
I've been working with Travis for the past 2.5 years, and he has been a phenomenal thought-partner and advisor to me and my husband. In our many interactions, I've always felt strongly that Travis has had our family's best interest at heart and that he is invested in our financial success. Travis is easy to work with - he is a great listener, has great attention to detail, is knowledgeable about the wide variety of topics we bring, and is quick in his response times. Over time, we've become more confident in our financial decisions and have laid groundwork for our retirement. I couldn't recommend him enough!
Client Testimonial
Travis has been my financial advisor for just over 6 years and I've always felt confident that he has my best interest in mind. He's always quick to explain and re-explain how we're going to achieve my financial goals and he never pushes me to invest in ways I don't fully understand. I would highly recommend Travis to any of my friends and family.
Client Testimonial
I've been working with Trav for the past 6 years (and look forward to many more to come). I know exactly where we are in our financial journey, and don't ever worry about it - regardless of life changes or market fluctuations.
Client Testimonial
My husband and I began working with Travis in 2020, as we wanted to get more serious about financial planning for our family. While we believed we had a good foundation, Travis worked with us to optimize our savings and investment diversification, and tailored his advice to our current situation (two young kids) and our goals. Travis gracefully and thoughtfully balanced our individual needs—my husband has much more experience and knowledge of investing than I do—and always made sure we understood the options and recommendations he proposed. He's personally helped me feel much more comfortable investing more than we'd done in the past. With Travis's help over the past year, we feel much more secure and confident in our retirement goals and life insurance policies, and know our children are set up for success. We hope to continue working with Travis for years to come!
Client Testimonial
Travis helped my husband and I realize the gap we had between reality and our goals. He helped us determine the nice-to-have vs. the need-to-have, and I feel confident we are setup for a happy retirement. He helped find a balance of investments that kept me comfortable with my conservative tendencies without pushing us to take too many risks, yet continue to grow. He has also been available whenever we have had a quick question and made me confident that he wasn't going to just set us up and disappear! I highly recommend Travis to help you set up your financial future!
Client Testimonial
I've been working with Travis for several years and appreciate his responsiveness and how thorough he is in explaining options to me. No question is too smart or too uneducated. I'm not one of his big clients, but he always makes me feel that way. I also appreciate the human being Travis is and although that may not matter to some people when it comes to financial matters, it matters to me a great deal.
Client Testimonial
Since my wife and I began our financial planning journey at NWM, Travis has been there to guide us. Patient, practical, and knowledgeable, Travis provided us with suggestions and guidance we could use right away to make our retirement a reality. His no nonsense approach impressed us and relieved a lot of the stress we'd felt about retirement before coming to NWM. His team is always friendly, responsive, and helpful. We feel very fortunate to have met Travis and look forward to having him as a financial partner for many years to come. Thank you Travis!
Client Testimonial
After working with Travis for the last five years, I have nothing but great things to say about him and his team. He provided an easy to understand roadmap for our family to apply toward achieving our financial goals in both the short and long terms. Working with him is a joy as he is always eager to answer questions and provide advice, while allowing us to make decisions pressure free on our own time. I would highly recommend Travis and his whole team to anyone looking for financial planning and peace of mind!
Client Testimonial
I began working with Travis in 2013 as a graduate student. Despite not feeling like I was in any kind of position to begin saving, Travis showed me what small but important steps I could take to start saving and planning for my future right then. As I've grown in my career, Travis has continued to help me make more confident steps investing in my future and retirement. He always has my best interests in mind and has never pressured me to make a move I'm not comfortable with. Not only has he helped me plan retirement, but he takes the time to understand both short and long term life goals and gives advice on steps to take to achieve them. I've never hesitated to recommend Travis to friends and am always happy to hear how much he has helped them as well.
Client Testimonial
My wife and I have been working with Travis and his team for the last few months and everyone has been great! Travis created a financial and life insurance plan for me and my family and I am very pleased with the work he's done. He helped me understand the importance of investing in my family's financial future and guided me through the process. He is friendly, professional and very detail oriented. I highly recommend Travis Shultz as a financial advisor.
Client Testimonial
Travis is the real deal. There is no individual I would trust more with managing my finances than Travis. I’ve been working with Travis for 7 years now and in that time he has helped me with a variety of strategies for both diversifying and protecting my income. He always has your best interest in mind and time and again Travis has helped me find solutions that are right for me and my family. On top of all this, Travis is genuinely one of the nicest people I have ever met. I would recommend anyone have a conversation with Travis, so much that I have referred him to multiple people over time that now work with him as well!
Client Testimonial
Travis is unlike many other financial advisor where they primarily care about selling their products without understanding your true financial needs and goals. Travis is customer focus by establishing and maintaining effective relationships with customers and gaining their trust and respect. He acts with customers in mind. I also find Travis approachable, for he is a good listener. Travis understands that it is not always a comfortable situation and a sensitive matter when discussing money. Yet, Travis ensures he spends the extra effort to put you at ease so that you feel comfortable in your discussion with him in order for you to meet your financial goals. I had no idea that I would have to retire at the age of 85 if Travis hasn't help with my financial goals. I highly recommend working with Travis if you also want a solid financial plan to meet your goals.
Client Testimonial
Travis is excellent. I could not ask for a better person to help me plan my financial future. I started working with him 4 years ago and went in with very little knowledge about retirement planning. Travis is patient and took the time to make sure I understood what I was doing with my money before committing to it. He is easily reachable whenever there are questions/concerns. I really enjoying working with Trav!
Client Testimonial
I can't recommend Travis enough. My husband and I hadn't previously worked with a financial advisor and Travis took his time to explain (and re-explain) everything from different financial concepts to the different solutions we could put into place. He has been patient, informative, and flexible, all of which we definitely look for to accommodate our busy lives and hundreds of questions.
Client Testimonial
Travis is a pleasure to work with and is exceedingly patient. Not only does he understand financial planning, but he is able to break it down in to easy to understand language and concepts to someone without great financial apptitude, like myself. Travis has really helped my wife and I through so many transitions (kids, house, job transitions, etc.). He does a great job listening to and fielding my questions and really educating me on our financial process. I'd recommend travis to anyone who wants assistance putting together a good financial future. He is really good at what he does. I think my favorite thing about Travis is his ability to both make recommendations, but also tailor the financial plan to the goals my wife and I have. I don't feel pressured working with Travis which really helps build the relationship I have with Travis. I also love that he is available and answers the phone when I call or responds to email in a very timely fashion. Great guy and a huge shout out to his team as well. They are great and they get things done!”
Client Testimonial
Travis is extremely helpful and I love the passion he shares in talking financial planning. Coming from the asset management industry, I know the things that should and shouldn't be done. Travis is extremely helpful in thinking things through and his calm assurances are truly appreciated. A cherry on top is that he's a terrific human being in general.
Client Testimonial
Travis is wonderful to work with. He explained his thoughts for my financial goals in a clear and concise way that made making my decisions for my financial planning easy. His caring and thoughtful attitude makes working with Travis a pleasure. His guidance during this past tumultuous year has been exceptional.
Client Testimonial
It’s important that you trust and feel comfortable discussing your current and future financial needs with your advisor. Travis has always fulfilled this for us. He takes the time to explain why we should follow the recommendations. Then when you see it working to plan, it validates itself. We are happy to have him on our side helping us position for our future.
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
