Travis Hale
Marketing Director
World Financial Group
9449 Balboa Ave Ste 114
San Diego, CA 92123, US
Professional Profile
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.
Upcoming Events
Optimize your Social Security and retire wealthier
Saturday, September 21, 2024 10:00 AM PT
9449 Balboa Ave Suite 114
Description: This event is the most popular workshop we put on. What will we cover; Benefits for married couples. Divorced or widowed benefits. Disability Benefits. How immigrants may qualify and much more. This event will be in English and Spanish. We will start promptly at 10 a.m. Coffee and light snacks will be provided.
RegisterHow to Optimize your Social Security and retire wealthier
Friday, October 4, 2024 6:00 PM PT
9170 NW Ambergien Ct Suite 175 Hillsboro, Or 97006
Description: This event is the most popular workshop we put on. What will we cover; Benefits for married couples. Divorced or widowed benefits. Disability Benefits. How immigrants may qualify and much more. This event will be in English and Spanish. We will start promptly at 6 PM.
RegisterHow to Optimize your Social Security and retire wealthier
Saturday, October 5, 2024 2:30 PM PT
220Ne 2nd AVE, Canby OR 97013 @ Canby Public Library
Description: This event is the most popular workshop we put on. What will we cover; Benefits for married couples. Divorced or widowed benefits. Disability Benefits. How immigrants may qualify and much more. This event will be in English and Spanish. We will start promptly at 2:30 PM.
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 deserve.
$111,000
Is 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.
