About Matt Chancey CFP

Matt Chancey CFP

Matt Chancey CFP

Matt holds a B.S. in Legal Studies as well as a Certificate in Financial Planning from the University of Central Florida. He is a licensed Life and Health Insurance Agent with the State of Florida (License #P074694). In addition, he has earned the designation of Certified in Long-Term Care (CLTC) and National Social Security Advisor (NSSA) designation. These additional areas of specialization have prepared Matt to better serve clients as they plan for retirement.

As a CFP(R) professional, Matt has met the rigorous experience and ethical requirements of the Certified Financial Planner™ Board of Standards, Inc. He was trained intensively in the following areas: Financial planning, insurance/risk management, investments, tax planning, retirement planning, and estate planning. The respected CFP(R) certification stands out not only for its difficulty of qualifying, but also in enforcing a strict code of professional ethics. With a legal Fiduciary Standard to uphold, his client' interests are of sole and utmost concern at all times and in all situations.

Prior to entering the financial planning profession, Matt worked in the medical industry. After his father's passing, he and his family were faced with serious financial obstacles as a result of his father not having a comprehensive estate plan in place. From then on, Matt shifted his career path, and his passion in life became helping other individuals and families avoid such common and costly mistakes.


Matt Chancey CFP

Travis Jennings

Travis has spent almost a decade providing solutions, systems, and support to improve families’ personal finance, investments, and taxes. Over time, he learned that one of the key differences between those with wealth and those without is the type of financial education and guidance they receive. Travis decided he wanted create systems that would allow everyone to access to the best planning strategies. The biggest obstacle in delivering high end solutions to large groups of people, though, is time. Thankfully, Travis served in the United States Air Force and was trained in systems and technology. He combined years of financial education and planning strategies with the training he received in the US Air Force to solve the issue of time.

As a result, he has created an automated online platform with the ability to share these solutions used by the top 1 percent with the entire country. Travis believes that transparency and knowledge should be accessible to all, and he has dedicated his life to helping people become as educated and informed as possible, providing them with solutions that work. He has three beautiful kids with his best friend, his wife. He also has a dozen cows, a pair of pigs, and around 70 chickens on his farm just outside of Tampa. He enjoys nature, meditation, and teaching those with a desire to grow. He has been interviewed by the Wall Street Journal, as well as on several podcasts, as a financial services expert.

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