Travis William Shultz

Financial Advisor

  • Mobile 978-302-8940
  • Office 781-224-1632
  • Fax 781-246-4141

The Best People, Doing the Best Planning, for the Best Clients

When people look back on their lives, they often find that they are more successful than they thought they'd be, and have saved less than they intended. They find themselves in financial situations that are more complex and less predictable than they anticipated.

By listing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, I can provide you with savings tools and risk protection that can help make your goals a reality.

My 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.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

How One Couple Built Their Dream Backyard

One couple saw a property flaw as the chance to create the backyard of their dreams. Read more.

Is Grad School Worth It? Questions to Ask Yourself Before Applying

The decision is as much a financial as an educational one. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck