Travis Hale
Marketing Director
World Financial Group
9449 Balboa Ave Ste 114
San Diego, CA 92123, US
Professional Details
I have been in the financial industry since 2015. Over the years, I have been able to help families and businesses learn not only how to protect their assets but also how to grow wealth. I have shown them how to develop a plan for creating generational wealth and secure retirement plans. The RSSA program is another tool I can use to help people optimize their retirement strategy to ensure they reach tier goals financially.
Areas of Expertise
- Insurance Agent
Upcoming Events
How to Optimize Your Social Security and Wealthier
Saturday, September 27, 2025 10:00 AM PT
9449 Balboa Dr Suite 114 San Diego Ca 92123
Description: Event Starts at 10 AM and will go 12 PM. Travis hale will be presenting on how to optimize your Social Security benefits. Lani Cunamay will be presenting on Medicare and medicare supplemental options. This is a great event to help the community to make sure they get all that they need to have a great retirement. We encourage anyone who is 40 plus to attend. Even though you may not be ready yourself for retirement, it is never too soon to plan. Also the insight gained could be very helpful for your family members who are older and looking for solutions.
RegisterHow to Optimize Y our Social Security Benefits and Retire Wealthier
Monday, October 20, 2025 6:00 PM PT
National City Library 1401 National City Blvd, National City, CA 91950
Description: This is a very informative and helpful session lead by Travis Hale. In this session we will go over "The Five Big Mistakes Many People Make when Claiming Benefits. This is a great workshop everyone but extremely helpful for those who are in their 40s and 50s, not just those that are ready to retire. The information is useful to plan out your retirement and may be useful when helping family members to plan their retirement. It is never too soon to plan for retirement.
RegisterIntroduction too who we are and what we do and Optimization of Social Security Benefits.
Saturday, October 25, 2025 10:00 AM PT
9449 Balboa, Suite 114 San Diego Ca 92123
Description: This is a Bi-Lingual event Spanish / English The Event Begins at 10 Am and will Start with Ana Maria Navarro giving an introduction of who we are and information about the concepts we teach and how you can become a part of our mission to educate the community. The second half will be Bi-lingual and is on Optimization Of Your Social Security Benefits. This is a great training that is really helpful not just for those who about to retire but for those in their 40s and 50s. This can help you plan for retirement and build the retirement that you want and avoid the five most common mistakes people make when claiming benefits. Plus now you have some of the information and resources to help family and friends prepare for their retirement.
RegisterReal Stories from Real People
Most People Leave Money on the Table
96% Don't Optimize
Very few people get all the Social Security they’re entitled to.
$111,000 Average Lost
The average household is losing $111,000 in potential income.
1 Chance To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
