Travis William Shultz

Financial Advisor

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

News

Changing Jobs? Options for your 401(K)

As you make the move to a new job, consider the options for your 401(k) to make the best decision for your financial situation. Watch now.

Create a Budget in 5 Simple Steps

Get a handle on how much money is coming in and going out each month by creating a budget. Learn the five simple steps to create and follow a budget.

Financial Planning with Northwestern Mutual

Learn about our personalized financial planning process and what you can expect from me when we work together.

Read more in this ebrochure.

How to Pay Off Debt

Most of us have some sort of debt. Learn the steps to take control of your finances and pay off your debt. Watch now

The Power of Excellent Credit

Learn the financial impact of "good" vs."excellent" credit. Download your guide.

Fighting Childhood Cancer at the U of M

Carl Koschmann, MD, at the University of Michigan in Ann Arbor was awarded a $100,000 grant by Northwestern Mutual, through its nonprofit partner Alex’s Lemonade Stand Foundation (ALSF). The grant will support Dr. Koschmann’s research for therapy for pediatric glioblastoma. Koschmann is one of eight researchers selected for the grant funded by Northwestern Mutual nationwide.

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What’s Your Vision for the Future of Your Business?

The transition of your business takes careful and strategic planning, so it’s important to start early. This white paper can help you weigh the pros and cons of your potential successors and help evaluate transfer strategies to fit your goals and tax needs.
Download now

How do you know what investments are right for you?

Learn five crucial questions you need to answer to build the right strategy for your financial plan.

Plan for the Success of Your Business

We recognize that the goals you have for your business and personal life are intertwined. Learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.
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How can life insurance benefit you today?

Permanent life insurance is more than just protection for your family in the event of your death. Learn how it can also provide benefits to you and your family while you’re living?

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The Greatest Gift: A Plan for Long-Term Care

How planning in advance for long-term care needs can help loved ones.

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Unique Approach to Retirement Income Planning

Increase your probability of success in retirement by leveraging our unique retirement income planning approach.

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Is Your Retirement Savings Plan Flexible?

Get flexibility in how you save for retirement and when it’s time to take withdrawals. Learn which savings tool can provide options in this short video.

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Create Guaranteed Income for Life

Today, you’re responsible for creating your own paycheck in retirement. Watch this short video to learn about sources of guaranteed retirement income.

Getting To and Through Retirement

The strategies you use to get to retirement are not the same strategies you'll need to make sure your money lasts through retirement. Watch this short video to learn why.

The Power of Dividends

When purchasing any type of insurance, one of the things to consider is the company’s history of paying dividends. Learn why Northwestern Mutual’s industry-leading dividend payouts add flexibility and value in your financial security plan. 
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Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.

Finances In Your 30s: A Start-To-Finish Guide

From saving for your first home to investing in your future. Read more.

Money And Marriage: A Guide To Combining Finances

How to tackle everything from joint bank accounts to budgeting to taxes. Read more.

We Create Plans For People, Not Money

At Northwestern Mutual, we do financial planning differently. If you live for it, I can help you plan for it. Learn how.

Everything You Need to Know About Buying A Home

From mortgages to closing costs, here's how to prepare. Learn more

 

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