Home | Travis Ames

Turning Financial Dreams Into Reality

We believe when assets are aligned with the right philosophy, the results far exceed the goal.

12 Keys to a Better Financial Life

Don't be influenced by culture when it comes to making financial decisions. Get the keys to unlock your maximum decision making power Today!

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Get and Stay Organized with LBS Mobile

Our proprietary planning software allows our clients to stay connected with their decision making in real time. Now it's right inthe palm of your hands!

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Financial Planning is more than Just Math

^{We invite you to discover and experience the power of our services. We believe that financial planning is math with life applied. We know that emotions, desires and culture are heavier influences now more than ever. There is tons of advice floating around now and yet most still don't know what's right or wrong. Learn how to gain control and make the most of your money. It's the unforeseen events that often derail financial success. We believe if we include these life events in planning it paves a stronger road to success.}

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Why We Give

Giving matters to us. We believe that investing in others is the pinnacle of financial success!

Our Charities

EXPERIENCED PROFESSIONALS YOU CAN TRUST

When clients speak, we listen, and we have heard from hundreds of clients. Here’s what they are saying:

“We want someone who listens more”
“We like it when you help us understand the difference between where we are and where we want to be”
“Thanks for making all this simple to understand”

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WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

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Asset Alignment

We believe when assets are aligned with the right philosophy, the results far exceed the goal.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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HOW WE WORK

We begin with listening to you and your goals. Then we show you where you stand and what it takes to fulfill your dreams. Only then can we customize your strategy and implement with our vast access of solutions and experience until successful.