Are You Financially Independent?
Request a no-obligation meeting today with us to discuss your financial future and the possible role of insurance and investments in your financial strategy!
Call Us Serving the entire Midwest and Northeast regions of the United States, we’re committed to delivering financial confidence to America’s growing retirement community. We work hard to understand what is important to each client and build a strategy to help them accomplish the things they want in retirement.
We have a strong team of professionals helping ensure you receive all the assistance you need — not only in developing your retirement income strategy, but in maintaining it throughout your retirement.
Travis Wolfe entered the financial services industry in 2010 with a Fortune 500 company in Philadelphia. As a financial advisor with RetireWell, Travis focuses his time and energy assisting others with their financial strategies for their future, focusing specifically on retirement planning, income distribution planning and legacy planning.
Travis views retirement planning as a way for him to have a positive impact on others’ lives, something he learned from his parents at an early age. Travis grew up in a household dedicated to giving back to the community. His father was a volunteer fireman, and his mother was a volunteer EMT and ladies auxiliary. Thanks to his parents’ example of serving others, Travis always understood the need to serve others.
With a bachelor’s degree in biology from Lafayette College, Travis’ business philosophy is to help the mass affluent achieve their retirement dreams, as well as help everyday hard-working people. He holds his Series 6, 62, 63 and 65 securities licenses and life and health insurance licenses in the Midwest and Northeast.
Travis and his wife, Cecelia Pompeii-Wolfe, are raising two sons in the Hudson Valley area of upstate New York. Away from the office, Travis spends his time with family and friends, traveling and being athletically active. His favorite activities are playing basketball, hiking, and rollerblading. Travis also enjoys being active in the community and volunteering with his father at his different group functions, including Elks Lodge.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at travis.wolfe@retirewellusa.com or call us at 888.505.2930 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services and securities offered through Ausdal Financial Partners, Inc. 5187 Utica Ridge Road, Davenport, IA (563)326-2064, www.ausdal.com, Member: FINRA/SIPC. RetireWell and Ausdal Financial Partners, Inc are independently owned and operated.
Enter your information below to request this Kit including three separate guides that address several retirement topics.
Travis views retirement planning as a way for him to have a positive impact on others’ lives, something he learned from his parents at an early age.
We are committed to earning your trust, thoroughly understanding your goals and dreams to help you feel confident in your financial strategies. 