Travis Smith, Financial Service Professional at NYLIFE Securities LLC

Travis Smith, Financial Service Professional at NYLIFE Securities LLC Travis Smith, Financial Service Professional at NYLIFE Securities LLC I am not licensed in all jurisdictions. CA insurance license #4135317.

With 25+ years of experience helping various business owners initiate, manage, and grow their operations, my work focuses helping them achieve their personal and business goals. My role is to help clients navigate the elements of protection, investments, retirement planning, and preservation. Like a true trusted partner, I assist clients with the
collaboration of other professionals like Attorney

s and CPA's, in order to bring their experience and expertise to my clients. I offer a variety of products that can help you meet several insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company

200 Meeting St
Suite 401
Charleston, SC 29401
Office: 843-720-1900

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Not sure if you're ready for the next step? Consider these indications of retirement readiness and see if you're more pr...
09/09/2026

Not sure if you're ready for the next step? Consider these indications of retirement readiness and see if you're more prepared than you think.

Life insurance at work is a nice benefit, but it may not be enough to protect your family. If it isn’t enough to cover t...
09/08/2026

Life insurance at work is a nice benefit, but it may not be enough to protect your family. If it isn’t enough to cover the mortgage, childcare, medical expenses and ongoing bills, you may need an individual policy to make sure your loved ones have sufficient coverage.

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
09/07/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

A rising cost of living has Americans tracking their spending more carefully, with millennials leading the charge, accor...
09/04/2026

A rising cost of living has Americans tracking their spending more carefully, with millennials leading the charge, according to a recent NerdWallet survey.

Your children will always come first. But you shouldn't have to risk your financial future in order to help them with th...
09/03/2026

Your children will always come first. But you shouldn't have to risk your financial future in order to help them with theirs. Reach out and I'll help you create a financial strategy that ensures a brighter future for both you and your child.

Conventional rules don't count savings, lack of debt or credit score as much as a monthly income. But there are alternat...
09/02/2026

Conventional rules don't count savings, lack of debt or credit score as much as a monthly income. But there are alternative routes you can take.

09/01/2026

September is National Life Insurance Month — a reminder that real love isn’t only spoken, it’s shown. Because, as this video shows, life insurance is one of the most meaningful ways to ensure your family is cared for — today, tomorrow, and for generations to come. Let’s talk about how you can protect the ones you love.

Social Security is an important part of your retirement plan, but when you choose to start claiming benefits can make a ...
08/31/2026

Social Security is an important part of your retirement plan, but when you choose to start claiming benefits can make a meaningful difference over time. While it provides a foundation for income, Social Security may only replace a portion of what you earned before retirement, which is why planning ahead is so important.

In some cases, strategies like working longer or waiting to claim benefits may help increase your monthly income and support a more stable financial future.

Let’s explore your options and consider how these decisions can help you build a retirement strategy that aligns with your long-term goals.

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200 Meeting Street, Ste 401
Charleston, SC
29401

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