Welcome to Travers & Associates

You found greatness where others feared to look and your accomplishments deserve attention.

At Travers & Associates, we are your best advocate.

Our mission statement: to simplify, synergize and secure your financial horizon.

Contact us today for a complimentary consultation.

Bringing Synergy to Your Success

At Travers & Associates, we specialize in estate tax planning for high net worth individuals through the strategic use of insurance products.

You worked hard to get here.

Now it’s time to protect what you built.

At Travers & Associates, we’ll fortify your future and guard your success.

Our Services

Estate
Preservation

Growing your wealth requires patience and foresight. Our estate preservation strategies will help all the hard work you’ve put into growing your wealth stand the test of time.

Life Insurance Services

While no one can predict the future, we can help protect you from the challenges that life may bring. Our expertise in advanced planning concepts are tailor made to fit each individual’s needs.

Protecting your Legacy

As successful and affluent people understand, it’s not just about you. Your legacy means much more than a word or a number. At Travers & Associates, we understand the importance of preserving wealth for future generations.

Financial
Guidance

Knowledge is power. By understanding your goals, we can help strategize the most effective ways to fulfill them. You’ll be surprised at what you can achieve.

 

Estate Planning

Creating a solid and efficient estate plan can be a complex and sometimes daunting task. We take the guess work out for you and help you create a lasting legacy for you and your loved ones.

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Business Succession Planning

People depend on you. That’s why our advisors build custom solutions to help protect the longevity of your company and the people it employs.

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