For All Your Days, Prepare.
Learn about Forthright Financial Services and its mission to help clients with high-quality financial advice
without worrying about the size of investment accounts.
Hello, I’m Travis McCullough, CFP®, MST
Founder of Forthright Financial Services.
You’re here and you’re willing to do what it takes to create the life and future you want – for yourself and your family. But that life and future could depend on making the right choices with your money now.
Nobody wants a person on their team who doesn’t work, who isn’t giving his best, maximizing his potential day in and day out. Far too often for people, their money is just like that lazy team member.
It’s not working as hard as it could be or should be, and your future self is going to have to pay for it.
The problem is, when it comes to understanding your finances – and all the choices you have to make in both your business and personal life, you feel like you’re always trying to solve a mystery. It’s complicated, and your time is precious.
Time is money, and I don’t have to convince you that both have a way of slipping away without us realizing it.
I’m here to help.
Experience & Qualifications
● Certified Financial Planner© professional.
● Masters Degree in Taxation, Bachelors Degree in Accounting.
● 4 years at a CPA firm performing tax preparation and accounting.
● 5 years at a Financial Planning firm helping clients make smart financial decisions in all areas of life.
● Certificate in Financial Planning from UT Austin
AFFILIATIONS
For all your days, prepare,
And meet them ever alike:
When you are the anvil, bear—
When you are the hammer, strike.
Edwin Markham
Why Forthright Financial?
I’m the son of two master plumbers. When it came to plumbing, “master” is the right word. They were brilliant at their work. And, like all contractors and tradesmen, their business went through highs and lows. When times were good, we took amazing vacations and enjoyed life together. When times were tough, like going through bankruptcy to avoid losing everything, we had to bear the burden.
This is a story told all too often, and it’s why I started Forthright Financial Services.
While working closely with my dad as his accountant, and then as his financial planner, I was able to help him through some very important but difficult situations. It all paid off and I was able to experience one of the proudest moments of my life. I got to sit across from my dad and tell him he could retire on his terms.
As an owner-operator or contractor, your business and your personal financial situations are so connected that I believe you need special advice to address both of those areas simultaneously.
That special guidance is exactly what we provide. Straightforward advice that’s always a phone call away.
If you’re ready to offload the stress and worry around managing your money, now and for when your working days are done, let’s talk.
You deserve simple, forthright financial advice that you understand and trust.
Always Straightforward. Always Forthright.
Tax, Business, and Financial Advice You Can Understand and Trust.
Here’s what I’ll help you with:
Tax Planning
Business
Finances
Financial
Planning
Investing
Offload the stress of managing your business and personal finances.
Ready to Get Straightforward, Honest Financial Advice?
Here’s what to do:
1. Schedule a Free Consultation
2. Get a Straightforward Plan
3. Enjoy Every Season of Life with Confidence
Cash Flow Forecasting Mini-Course and Template.
FREE ACCESS - LIMITED TIME ($149 Value!)
Mastering Cash Flow Forecasting: Comprehensive Guide for Business Owners
Start tracking your cashflow today with this simple to use template!
Included is the link to copy and download the spreadsheet template so you can get your forecast up and running ASAP.
Additionally there is a short tutorial that you can watch to get you more comfortable with using the template and to help with some thoughts around cash flow forecasting. This can be ESPECIALLY important if you are easily dismayed when your forecast is not PERFECT on the first go!
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Forthright Financial Services (“FFS”) is a registered investment advisor offering advisory services in the State[s] of Texas and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Forthright Financial Services disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
FFS does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall FFS be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if FFS or a FFS authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.