Edward Jones - Financial Advisor: Travis Willard

Edward Jones - Financial Advisor: Travis Willard ​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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By learning how to plan for health care expenses now, including what to expect from Medicare, you can avoid unpleasant s...
09/09/2025

By learning how to plan for health care expenses now, including what to expect from Medicare, you can avoid unpleasant surprises later.

Make sure to prepare for costs

It seems like there’s a constant barrage of myths about Social Security. But do they have merit? Learn what’s behind the...
09/08/2025

It seems like there’s a constant barrage of myths about Social Security. But do they have merit? Learn what’s behind these myths, whether there’s any truth to them and, most importantly, what you can do. And, as always, I’m here to answer any questions you have about Social Security benefits and how they factor into your retirement strategy.

Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

Have you reviewed your estate plan lately? Taking steps today may help reduce the amount of taxes you or your heirs may ...
09/05/2025

Have you reviewed your estate plan lately? Taking steps today may help reduce the amount of taxes you or your heirs may pay later.

Taking steps today may help reduce the amount of taxes you or your heirs may pay later.

At Edward Jones, we want our clients have the right tools to make informed decisions. We've created a resource for any f...
09/04/2025

At Edward Jones, we want our clients have the right tools to make informed decisions. We've created a resource for any federal employees affected by the deferred resignation program to help answer some questions. If you or someone you know needs to make this difficult decision, don't hesitate to reach out for support.

Learn what options federal employees have with the latest deferred resignation program and what you should consider if you're impacted.

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings mor...
09/03/2025

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to m...
09/02/2025

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to make sure you are financially ready to retire, it is also important to prepare emotionally for such a big life change. Here are some questions to consider if you’re emotionally ready to retire.

Read more here

Don't put off your estate planning. An estate plan can help preserve the value of your assets, protect your privacy and ...
08/29/2025

Don't put off your estate planning. An estate plan can help preserve the value of your assets, protect your privacy and ensure your heirs receive what you intended.

Answers on a range of topics

You’ve worked hard to build your portfolio and assets — but are they safe from falling into the wrong hands after your p...
08/28/2025

You’ve worked hard to build your portfolio and assets — but are they safe from falling into the wrong hands after your passing? Here are some steps you should consider taking to help ensure your wishes are accurately carried out.

Here are some steps you should consider to help ensure your wishes are accurately carried out.www.edwardjones.com/us-en

Whether you are decades away from retirement or are looking to retire in the next few years, it’s never too soon (or too...
08/27/2025

Whether you are decades away from retirement or are looking to retire in the next few years, it’s never too soon (or too late) to ramp up your retirement savings. Here are some strategies to help boost your 401(k) contributions.

Funding your 401(k) comes with many benefits. Learn how much you should consider contributing to your 401(k) as your salary increases.

Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you’ll have in retirement. But ...
08/26/2025

Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you’ll have in retirement. But before you do, consider whether it aligns with your other priorities.

Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you'll have in retirement. But before you do, consider whether it aligns with your other priorities.www.edwardjones.com/us-en

Supporting those who have served is a true privilege. Yet, many of the vets I work with aren’t aware of the abundant fin...
08/25/2025

Supporting those who have served is a true privilege. Yet, many of the vets I work with aren’t aware of the abundant financial benefits available to them. This guide is a valuable first step in discovering those opportunities — and ensuring nothing goes unclaimed.

Serving your country entitles you and your family to some bespoke financial benefits.

Moving, planning a renovation, taking a trip, paying for college? We offer flexible borrowing options to meet a variety ...
08/22/2025

Moving, planning a renovation, taking a trip, paying for college? We offer flexible borrowing options to meet a variety of financing needs, while allowing your investment portfolio to remain intact.

Edward Jones clients have the option to borrow funds by using securities and assets within eligible accounts. Learn more.www.edwardjones.com/us-en

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806b Viand Street
Point Pleasant, WV
25550

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Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4pm

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+13046740175

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