Travers & Associates

Travers & Associates is private firm which deals with wealth transfer and estate planning through complex life insurance strategies. Travers & Associates works with high net worth individuals on the structuring and implementation of life insurance te...

Travers & Associates is private firm which deals with wealth transfer and estate planning through complex life insurance strategies. Travers & Associates works with high net worth individuals on the structuring and implementation of life insurance techniques which ultimately helps create long-term estate tax reduction strategies for their families. Our team of professionals offers a benefit to our clients by assisting them in helping protect their assets and interests as well as focusing on fundamental issues that may affect family decisions and business pursuits. Our firm prides itself on being a resource to our clients. Education on the opportunities that exist in the estate planning and life insurance marketplace is key to our success and growth. As the tax laws are constantly changing so are the opportunities for our clients. Travers and Associates can complement your existing plan, assist in solving an estate planning issue or provide a fresh perspective to your ideas. We invite you to schedule an appointment or contact us at any time.