From Seeking Answers to Providing a Blueprint for Your Future

Hello, I’m Travis Hale. My journey into financial strategy wasn't a straight path—it was born from a lifetime of seeking answers in places where they seemed deliberately out of reach.

Growing up, I was the curious kid who always asked "Why?" only to find that the most important truths often felt hidden behind walls or shrouded in mystery. That frustration sparked a fire in me to uncover the truth on my own terms. As an adult, that quest turned toward finances. I watched friends and family struggle with retirement planning, Social Security, and asset protection, yet no one had the straightforward, actionable answers they deserved.

The Revelation that Changed Everything
In 2015, I discovered a simple, conversational approach to financial principles that unlocked everything I’d been searching for. It wasn't just information; it was a revelation that reshaped my life personally, professionally, and even spiritually. I realized that financial clarity shouldn't be a secret reserved for the elite—it should be a blueprint available to every family.

I joined World Financial Group (WFG) and the World System Builder (WSB) platform with a singular mission: to take the "mystery" out of money. For nearly a decade, I’ve been teaching workshops and guiding families toward brighter, more secure futures.

Specializing in the "Retirement Red Zone"
A few years ago, I noticed a critical gap in the industry. Many people in the 45 to 70 age range were approaching retirement with deep anxiety about Social Security and income protection—areas where a single mistake can cost a family hundreds of thousands of dollars.

To solve this, I became a Registered Social Security Analyst (RSSA®). Today, I combine Social Security optimization with life insurance, annuity strategies, and estate planning tools (like wills and trusts via TrusteeFriend.com). My goal is to ensure that upper-middle-class professionals and business owners don't just "retire," but retire with a protected legacy.

Building a Legacy of Educators
My mission has now expanded. I am actively building a dynamic team of dedicated agents across the United States and Canada who share this vision of specialized education.

We aren't just "selling products"; we are duplicating a system of success. I am looking for 10 motivated individuals a month—whether you are new to the industry and looking to get licensed, or an experienced Certified Financial Planner (CFP) looking to leverage WFG’s robust platform—to join our mission.

We provide the training, the niche (Ages 45–70), and the proven WSB system to help you build a fulfilling career while making a massive impact on your community.

Let’s Connect
Whether you are a pre-retiree looking for your Retirement Protection Blueprint or a driven professional ready to build your own agency, I invite you to take the next step.

For Clients: [Click here to register for my next workshop or book a Blueprint Call]

For Aspiring Agents: [Click here to apply to join our growing team]

Let’s build a legacy of financial freedom and protection together.

Travis Hale, RSSA®
Marketing Director, WFG
9449 Balboa Ave, Suite 114
San Diego, CA 92123
+1 833-991-4441