Travis Winder Financial Advisor

Travis Winder Financial Advisor Helping Individuals, Families, and Business Owners Protect, Build, and Maintain Wealth. OSJ: 1166 QUAIL CT. SUITE 100, PEWAUKEE, WI 53072, ph # 262-746-9270.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Third Coast Advisors, Inc. is not an affiliate or subsidiary of PAS or Guardian. Gua

rdian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
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There are four basic steps to calculating the value of an estate.
09/02/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Want guaranteed income in retirement? You don’t need to wish for the now rare pension, you can do it yourself and get gu...
08/31/2026

Want guaranteed income in retirement? You don’t need to wish for the now rare pension, you can do it yourself and get guaranteed retirement income with an annuity. Here’s how.

Get guaranteed retirement income with an annuity. Here’s how.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
08/28/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Children with special needs may need ongoing help after their parents are gone.
08/26/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
08/24/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

You may think preparing for a natural disaster includes packing a bag with food, water, and some of your possessions. Bu...
08/21/2026

You may think preparing for a natural disaster includes packing a bag with food, water, and some of your possessions. But it should also include gathering financial documents, reviewing insurance policies, and getting cash. Check out these steps that

Incorporating financial preparedness into your disaster plans may help you handle the aftermath with more resilience

Improving your finances can seem like a daunting task. But it's ok to start small! Check out these 7 simple actions you ...
08/19/2026

Improving your finances can seem like a daunting task. But it's ok to start small! Check out these 7 simple actions you can take this week that may help you reach your financial goals.

Take these seven simple actions to improve your finances this week

During June, Alzheimer’s Awareness Month, remember: up to 40% of Alzheimer’s cases may be prevented or delayed. If Alzhe...
08/17/2026

During June, Alzheimer’s Awareness Month, remember: up to 40% of Alzheimer’s cases may be prevented or delayed. If Alzheimer’s strikes, would you be ready financially? Let’s find out together. Reducing the risk of dementia

Things you can do to reduce the risk of dementia

10 tips that can head-off marriage money problems.
08/14/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

\$100 not spent is more like \$143. Intrigued?
08/12/2026

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

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