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Advisors - Understanding Medicaid Planning Opportunities - For Your Clients and You

Advisors - Understanding Educational Savings Vehicles

Advisors - The Pension Protection Act: New Opportunities for Retirement Planning

Advisors - The Continuing Need for Life Insurance

Advisors - Simplifying the Taxation of Trusts

Advisors - Policy Reviews of Trust Owned Life Insurance (TOLI)

Advisors - Planning for Unmarried Couples

Advisors - Planning for Tax-Qualified Plans

Advisors - Planning for Disability

Advisors - Opportunities with Planning for Pets

Advisors - New Planning Opportunities with Non-Spouse Rollovers

Advisors - Life Settlements: Understanding the Opportunities for Your Clients

Advisors - Exciting New Developments in Buy-Sell Planning

Advisors - 529 Plan Benefits Made Permanent by the Pension Protection Act

Advisors - 10 Tips for Helping Families with Special Needs

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Travis H. Perry, LLC assists clients in Mesa County, Colorado,including the cities of: Grand Junction (81501, 81502, 81506, 81503, 81505, 81504), Clifton (81520), Palisade (81526), Fruita (81521), Whitewater, Cedaredge, Collbran, De Beque, Fruitvale, Gateway, Battlement Mesa, Glade Park, Grand Valley, Loma, Mack, New Liberty, Plateau City, Mesa, Molina, Parachute, Rifle, Rio Blanco, Rulison, Appleton and Silt; and the counties of Delta and Montrose.