Strategy About Resources Contact Client Center Conservative Wealth Management SCHEDULE APPOINTMENT LEARN MORE Travis Allen President, Wealth Strategies Group Certified Financial Planner™ Professionals We believe that your financial advisor should always put your best interests first. That’s why at Wealth Strategies Group we are Certified Financial Planner™ Professionals. The CFP® certification is the recognized standard of excellence for competent and ethical personal financial planning. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. Certified Financial Planner™ Professionals put your interests ahead of their own at all times and provide their financial planning services as a “fiduciary” – always acting in the best interests of their financial planning clients. LEARN MORE At the Wealth Strategies Group our philosophy is simple: Your best interest is our only interest. Grow Your Assets Grow your assets confidently. As Independent Certified Financial Planners™, we utilize cutting edge research and best in class investments to increase your net worth. Our independence means we are not tied to any particular family of funds or investment products – our only objective is your investment success. Protect Your Wealth Keep and increase your wealth through time. At the Wealth Strategies Group, we design innovative investment strategies tailored to your unique needs. From comprehensive financial planning to complex financial decisions, we offer expert guidance to help you navigate life’s challenges. As fiduciaries, your best interest is our only interest. Create Your Legacy Take care of those close to you. As Certified Financial Planner™ professionals, we have helped our clients create their legacies since 2001. From family protection and college planning, to long term care and securing your estate, the Wealth Strategies Group specializes in ensuing that your family, loved ones, and businesses are taken care of, so you can live the life that you want. Fiduciary: Always acting in the best interest of our clients. “Doing what is in your best interest is always the right answer.” Travis Allen CERTIFIED FINANCIAL PLANNER™ Successfully advising clients since 1996 with innovative, personalized financial strategies, Travis Allen has guided countless individuals, families, business owners and retirees in over 20 states to live their lives more confidently from a secure financial position. Mark Yates CERTIFIED FINANCIAL PLANNER™ Specializing in financial planning for business owners and professionals, Mark Yates has been advising clients and managing portfolios since 2003. Mark specializes in corporate benefits, 401k/deferred compensation plans and pensions, and comprehensive investment analysis. Schedule An Appointment 5 Signs it Might be Time to Move Your Investments Making sure your investments are doing well can be a challenge, especially if you don’t like how they have been performing, or other things that may be going on in the background. If you’re feeling uneasy, it may be time to take a second look at what’s going on and make some... Common Financial Mistakes High Net Worth Real Estate Investors Make High net worth individuals (HNWI) is a classification used by the financial services industry to denote an individual or a family with liquid assets above a certain figure. Although there is no exact number, high net worth is generally referred to as those who have liquid assets of $1 million or more.... 7 Reasons to Stop DIY Investing and Hire a Financial Advisor Are you frustrated with the level of growth you experience when you attempt to invest on your own? Do you feel left out when your friends or coworkers talk about how much money they are making in the market while the value of your portfolio barely budges? If the answer is yes, it is probably... (888) 848-4144 17011 Beach Blvd, Suite 150 Huntington Beach, CA 92647 2264 Fair Oaks Blvd, Suite 201 Sacramento, CA 95825 Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. The Wealth Strategies Group is comprised of investment professionals who are investment advisor representatives of Securities America Advisors, Inc., a SEC Registered Investment Advisor and registered representatives with Securities America Inc, a registered broker/dealer, Member FINRA and SIPC. The Wealth Strategies Group and the Securities America companies are unaffiliated. This website does not constitute an offer to sell or a solicitation of an offer to buy any security. Specific recommendations can only be based on review of a client's individual investment portfolio and financial objectives upon request and with appropriate offering documents. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. Past performance is not a guarantee of future results. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed Travis Allen CA Insurance License #0B79314, Mark Yates CA Insurance License #0E38409 Check out the background of firms and investment professionals on FINRA’s https://brokercheck.finra.org/ Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc © 2019 Wealth Strategies Group. All rights reserved.