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
    		•
  • 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

    Risk Tolerance

    This calculator is designed to help you clarify your comfort level with investment risk.

    Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

    Impact of Inflation

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

    Estate Taxes

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

    More Calculators →

    Newsletters

    Municipal Haste

    Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

    Get Your Retirement Reality Check

    A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

    Time to Revisit Risk

    During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

    New Year: Check and (Re)balance

    Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

    More Newsletters →