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Travis Summitt

WestPoint Financial Group
Financial Planning

Contact Information:

900 E 96th Street, Suite 300
Indianapolis, IN 46240
United States

Years in Business:

 

1

Clients I'm Seeking:

 

I'd like to be a resource for individuals interested in long-term comprehensive planning strategies to successfully protect their families and accomplish their future financial goals. I am currently working with young professionals, couples, and families who are seeking to grow in their careers with a financial resource at their side. Our firm also specializes in working with individuals who are approaching or in retirement so that we may plan for and establish an income stream when they have finished working.

About My Business:

 

I've been in the business for over a year, and I've been learning a lot as I meet with individuals and continue to educate myself about the industry whether it be through specific courses or through continued certification various financial services. I'd like to continue meeting and networking with people whether any sort of business is derived from the introduction or not. If the opportunity should present itself for us to meet up for a brief introduction, people will typically have a lot of questions for me about our firm, how I have helped people in the past, and how I may be able to help them out specifically. I will also have a few questions about their financial goals and objectives in order to figure out how I can help them get from where they are now to where they want to be. At the end of our first meeting, we will establish whether it makes sense for us to move forward in the process. If they feel like there is something that doesn't quite fit, then I will ask them to say no and part with that in mind. If I see that there is not an opportunity for us to continue working together, then I will make the decision to part ways yet appreciate the introduction. Should there be mutual benefit for both myself and the person/people with whom I am meeting, then we will establish how to move forward from there.

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