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

    College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

    Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

    Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

    Life Insurance

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

    More Calculators →

    Newsletters

    A New Way to Diversify

    Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

    HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

    Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

    HOT TOPIC: The Fed Plans to Spend Trillion or More to Spur Growth

    For the first time in a generation, the Federal Reserve has undertaken a campaign to influence long-term interest rates, a departure from recent monetary policy that has focused almost exclusively on short-term rates.

    The Positives of Negative Correlation

    Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

    More Newsletters →