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TAKE CONTROL of your life and your money?

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What is Complete Financial Planning?

Complete Financial Planning is Travis Allen’s revolutionary system that organizes, analyzes and directly implements solutions for EVERY area of your financial life with 15 Steps in 30 Days, so you can Take Back Control of your Life and your Money


Organization and Empowering

Work directly with our team of Certified Financial Planners to organize every aspect of your financial life and give you a consolidated, real time asset tracking dashboard with 24/7 performance reporting


Complete Financial Analysis

Travis Allen will meet with you and personally analyze the 15 key areas of your financial life with his team


Direct Implementation

Travis Allen will deliver your customized solution that will enable you to take Control of your Life and your Money


Active Monitoring

Travis Allen will meet with you quarterly to ensure that you stay on track and handle new opportunities as they arise, you to face the future with confidence



Travis Allen and his team of Certified Financial Planners are ABSOLUTELY committed to your success. We will give you all the tools to Take Control of Your Financial Life in just 15 Steps over 30 Days OR IT”S FREE

About Travis Allen

Travis Allen is a Certified Financial Planner and former California State Assemblyman and candidate for California Governor.

He was previously the Vice Chairman of the California Legislature's Banking and Finance Committee. He has appeared on statewide and national media outlets including the Tucker Carlson and Bill O'Reilly shows, as well as hosted a weekly financial radio show, Smart Money with Travis Allen.

Travis Allen has advised generations of clients to take control of their money and their financial lives for the past 27 years. 



Travis Allen has LIMITED AVAILABILITY to personally work one on one with clients. APPLY NOW to Take Control of Your Life and Your Money before all the available slots are full!

What is Included in Complete Financial Planning?

  • Real time dashboard with complete asset tracking and 24/7 performance reporting 

  • Investment and account consolidation

  • Tax analysis and planning 

  • All necessary financial planning reports

  • First access to Travis’s video reports and updates  

  • 2023 Important dates for Investors and Business Owners

  • 2023 Tax and Financial Planning tables 

  • Quarterly investment market updates  

  • Text reminders of key financial dates like tax filings, retirement plan contribution deadlines

  • Personalized calendar invites to all important tax and retirement plan contribution deadlines, with one week reminders

  • Quarterly review meetings with Travis Allen 

  • Asset protection review and updates 

  • Disability, life, and long term care insurance analysis 

  • Employee benefits analysis 

  • Stock option analysis


  • Estate Planning analysis  

  • Estate planning flow charts 

  • Estate planning organizers 

  • Annual Summit VIP Access

Complete Financial Planning isn't about saving $2 on a cup of coffee.

It's about organizing and effectively managing all of your assets and keeping you completely financially prepared for anything that happens in your life, and your family's life.


If you've ever thought that you are "just a number" to your financial advisors,

you're often right..

Commissioned brokers and insurance salesmen need to make a "sale", and financial planners all too often miss critical areas, improperly structure investments, and typically don't have the bandwidth to deliver personalized attention.

Complete Financial Planning will put our Certified Financial Planners on your team to organize your financial life, put you in control of your money, and empower you to face the future with confidence.

Take control of your Money and your Life TODAY with Travis Allen's Complete Financial Planning, the revolutionary system that helps you organize, analyze, and implement solutions for every area of your financial life in just 15 steps over 30 days.

The views expressed should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss. Indexes are unmanaged and investors are not able to invest directly into any index.Indexes cannot be invested in directly, are unmanaged and do not incur management fees, costs or expenses.Investments in real estate have various risks including possible lack of liquidity and devaluation based on adverse economic and regulatory changes. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Travis Allen is an  investment advisor representative of Securities America Advisors, Inc., a SEC Registered Investment Advisor and a registered representatives with Securities America Inc, a registered broker/dealer, Member FINRA and SIPC. This website does not constitute an offer to sell or a solicitation of an offer to buy any security. Specific recommendations can only be based on review of a client's individual investment portfolio and financial objectives upon request and with appropriate offering documents. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. 

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed

Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Travis Allen CA Insurance License #0B79314, Mark Yates CA Insurance License #0E38409 

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© 2023 Travis Allen - All Rights Reserved, 624 12th St, Huntington Beach, CA 92648


(888) 8484-144