Transition Financial Group has five areas of focus:

 

  • Employee Benefit Plans
  • Life Insurance Strategies
  • Business Ownership Strategies
  • Individual and Family Financial Services
  • Private Client Services (Wealth Management Strategies)

Transition Financial provides employee benefit plans for employers and ownership planning strategies for business owners. We work with individuals and families to help chart a financial course, or simply provide the insurance and investment tools necessary to help protect their family and help to meet their goals and objectives. Our specialties include:

  • 401(k) Plans
  • Life Insurance
  • Group Health Insurance
  • Disability Insurance
  • Group Benefits
  • Investments
  • Executve Benefit Plans
  • Financial Planning

    • Welcome to our web site, where you will find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate and legacy planning, as well as wealth management strategies. Most important, we hope you see the value of working with professionals to pursue your financial goals. Take a tour of our website and contact us to help you take control of your financial future.
    Calculators

    Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

    Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

    Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

    Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

    More Calculators →

    Newsletters

    When Tea Leaves Won't Do

    Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

    Confident in Consumer Confidence?

    The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

    Are You Making These Cash Mistakes?

    With interest rates at historic lows, what should you do with the money you save?

    Love and Marriage and Retirement

    More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

    More Newsletters →