We're here for you Helping you pursue your life's goals

Travis Frayard, CFP®,CPM®, CEPA®

Vice President - Wealth Management
Portfolio Manager
Chartered Retirement Plans Specialist (CRPS®)
Certified Investment Management Analyst (CIMA®)

Visit Exit Planning and Wealth Consulting Group

phone

337-593-3612





address

201 Settlers Trace Boulevard
Suite 3004
Lafayette, LA 70508



Where do you see yourself in retirement? With people living longer, and an ever-challenging economy, the concept of retirement has changed. It's no longer an "end state" but actually the middle. That means that even though you may be retiring from work you’re not retiring from life. Whatever new opportunities you see ahead, talk to us about how we can help you with the financial guidance and resources you need to keep moving forward.



Insights

UBS Retirement Plan Consulting Services

UBS Retirement Plan Consulting Services

Planning for the lifestyle you want

Planning for the lifestyle you want