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Traywick Financial, LLC
334 2nd Ave, Suite 1B
Gallipolis, OH 45631

(740) 208-5542

The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Understanding Today’s Financial Environment

Welcome to Traywick Financial and we are financial professionals serving Tri-State area. We understand that individuals face unique challenges as they prepare for retirement. We strive to help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate planning strategies, our personalized service focuses on your needs, wants, financial goals and objectives.

We have years of experience in the financial services and insurance industry. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (740) 208-5542.

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."


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9 Facts About Retirement

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Countdown to College

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A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Doubling Your Money

This calculator demonstrates the power of compound interest.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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This calculator helps estimate your federal estate tax liability.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Making the most of surprises is a great reason to work with us.


The market is as unpredictable as the weather. We’d love to help you prepare.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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