Transition Financial has four areas of focus:

  • Employee Benefit Plans
  • 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
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  • Life Insurance
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  • Group Health Insurance
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  • Disability Insurance
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  • Group Benefits
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  • Investments
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  • Executve Benefit Plans
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  • Financial Planning
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    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

    Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

    Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

    Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

    Federal Income Tax

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

    More Calculators →

    Newsletters

    Essential Fundamental Analysis

    The fact is that the financial markets rely heavily on fundamental analysis in order to set prices and make decisions to buy or sell.

    Your Best Interest

    Successfully managing credit is crucial, but there are some arcane credit-card rules that may affect your balance, your interest rate, and even your credit score.

    Never Too Old—or Too Rich—to Consider Life Insurance

    There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

    Why Do Lower Prices Equal Higher Yields?

    The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

    More Newsletters →