Team Elevate was thrilled to have Travis Jennings of Finance CAPE speak at our annual Advisory Board Meeting.
Travis Jennings is the founder of Finance Cape. His firm’s expertise lies in tax savings and wealth building opportunities for high net worth individuals. Over the past 10 years, his firm has cultivated an approach that can lead to tax free income generated by dollars that would have otherwise gone to the IRS.
Travis began his presentation by showing off a photo of his wonderful family to emphasize the fact that Finance CAPE is a company rooted in a family-based culture. They make it their mission to connect with each of their clients on a personal level to deliver individualized results that “Always move the needle in a big way for the clients” (CEO, Travis Jenning). Their primary clientele consists of physicians and business owners, however, Finance CAPE is open to a variety of long term partnerships. Travis reminded everyone that Finance CAPE covers all of the bases involved with protecting, growing, and sustaining financial health and wellness at every stage of investing.
Travis told attendees that enjoying a retirement in the 0% tax bracket is a very real possibility and that he and his firm are happy to show you how.
For more information about Finance CAPE and their family forward model please visit their website here.
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This post was written by Elevate, Inc.