Personal Financial Planning

Learn the Facts About Annuities with my Free Guide!

What's the Best Annuity For Me?
How Do Annuities Work?
How Can Annuities Help Me With My Estate Plan?
What Potential Tax Consequences Can Annuities Give Me?
What Are Some Alternatives to Annuities?

Learn the answers to these questions and more with my FREE Guide to Annuities!

My name is Travis Pasma, I am an independent financial planner and registered representative. The focus of my practice is to help my clients create income in retirement.

The world of investments and insurance can be extremely confusing. Trying to find help on the Internet usually only makes it worse. Most agents, whether you work with them face-to-face or get quotes online, are more concerned with the commission they earn than in providing the best solution for you.

I wrote the "The Savvy Investor's Guide to Annuities" to help level the playing field so that you go into the meeting with your agent knowing exactly what they know.

You Deserve a Professional Who Works for You.

What sets me apart from my competition is the fact that I am an independent financial planner. I represent dozens, if not hundreds, of investment and insurance companies. What's more, I don't have any sales quotas to meet or preferred sales arrangements with any of them. I work for my clients to find them the best possible solution for their situation.

How Do I Work With My Clients?

The focus of my practice is helping my clients create an income in retirement. I work primarily with folks who are ages 50 and up who are looking to plan for, or are ready to begin taking, retirement income. Annuities are a great tool to help generate that income, but they are not the only tool that I use. As a fully licensed securities registered representative, I can also help my clients invest in mutual funds, ETFs, individual stocks and bonds, CDs, Real Estate Investment Trusts (REITs), and more. I firmly believe that any financial planner must take the time to understand their client's complete situation before making any recommendations.

What Should You Do Next?

Take a moment to fill out the information and order your free copy of "The Savvy Investor's Guide to Annuities". I will send out a FREE electronic copy of The Guide to your email address right away. If you would like to speak with me further regarding your situation, then check the box and I will personally call you. Please be a resident of Michigan if you would like to speak with me. If you just want The Guide, that's fine too, either way it's absolutely FREE.

Thinking an Annuity is Right for You? Let Me Help.

"When seeking out a financial planner, we wanted someone with a comprehensive knowledge of the industry... After numerous interviews with many advisors, Travis was the obvious choice. "
Bill and Sharon T., Haslett, MI

"Travis has been great to work with. He helped me set and meet my retirement income goal and I felt very comfortable working with him."
Diane P., South Lyon, MI.