Travis Gatzemeier, CFP® Kinetix Financial Planning
About Travis Gatzemeier, CFP®
I’m Travis Gatzemeier, a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Kinetix Financial Planning. I believe money is a tool that can unlock the optionality of life. My goals are to help optimize your cash flow, grow wealth, and pay less money to Uncle Sam through dynamic financial planning and investment management.
Prior to my career as a financial planner, I graduated with a business degree from the University of North Texas in Denton, Texas. I began my professional career at a large brokerage firm where I learned the ins and outs of the financial markets. During this time I was able to gain valuable experience in financial markets, risk management, and personal finance. I then found my path working as a wealth manager for a small financial firm serving pre-retirees and retirees which included selling insurance to clients. I realized that insurance sales mixed with financial planning created a huge conflict of interest! I made the decision to become a fee-only financial planner in order to give my clients real financial advice with limited conflicts of interest.
On a personal note, I live in the Dallas/ Fort Worth area but grew up a small-town kid in central Texas. When I am not helping my clients, I enjoy the outdoors, traveling, reading, or listening to the next queued up podcast. In addition, I am a supporter of the professional sports teams in the Dallas/Fort Worth area. An avid outdoorsman – hunting, fishing, hiking, skiing, and everything in between. I have a husky that keeps me busy and active named Koda. My favorite getaway is Montana where I have family!
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In general, when you make money, Uncle Sam wants a cut. Taxes are, for the most part, unavoidable. This means to only pay your fair share of taxes and nothing more. Understanding the mechanics of taxes is crucial in maximizing your money. This guide will break down capital gains and cover strategies to reduce taxes. …
A big decision when you receive restricted stock is should you make an 83b election or not. An 83b election lets the IRS know you want to pre-pay tax when the restricted stock is granted rather than the vesting date. If you expect the stock to be much higher when it vests, this can be …
- Equity Recipients (RS/RSU SOP ESPP)
- Gen Y/Millennials
- Oil and Gas
- Tax Planning
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
- Monthly Fee: $125+/mo
- Flat Fee: $500+/engagement
- Hourly Fee: $200+/hr
- AUM: 0.50%