Travis Chance is a Certified Financial Planner, and has been awarded the Retirement Income Certified Professional designation through the American College. His financial planning practice has quickly become a leading resource for south Georgia, and South Carolina low country residents over age 50. Travis is an expert and leader in the Retirement Income Planning area, and speaks regularly to groups on this topic. As a Certified Financial Planner™, the designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits, and retirement planning, as well as in the CFP Boards Standards of Professional Conduct, which are rigorously enforced.
Travis has dedicated his career to retirement planning, and served clients with retirement income and legacy planning issues since 2005. He regularly attends training to further his in depth knowledge of his clients retirement income needs, such as the Ed Slott IRA Planning 2 day boot camp, and the nationally recognized Thrive U Income Planning Academy. He holds his Bachelors of Business Administration degree from Georgia Southern University, and Financial Planning degree from Kaplan University. He is President and Founder of Chance Financial Group, a full service retirement planning and financial services firm. Chance Financial Group serves the Statesboro/ Savannah/ Bluffton/Beaufort areas, and has offices in Statesboro and Bluffton.