Our Firm

We help employers create benefit programs that help meet their companies' needs while helping the employees meet their needs. And, we can act as a financial advisor to employees! Studies show that employees are looking to the workplace for their financial and retirement planning needs. With employers providing a base of benefits for employees, it is efficient to use our experience to help provide for employees' planning needs. We offer an integrated approach that can work well for employers as well as employees. We treat our employee clients the same way we treat our individual and family clients; with incredible service. And every client has the opportunity to use Private Client Services for integrated financial, income, estate, and legacy planning.

Are we experienced?

John Nelson formed Transition Financial when he entered the financial services industry in 2001, but has done business primarily as John Nelson, Senior Agent, Registered Representative and Financial Advisor until 2008. Due to growth, Transition Financial has added associates to continue to grow while maintaining the service levels, personal attention, and experience in financial services that clients have come to expect.

What makes us different?

The marketing focus of Transition Financial is on the strategies and solutions necessary for small to medium-sized businesses, owners, and employees. Transition Financial is different because we provide personalized service to business clients, owners, employees, and private clients. Not all organizations have the  knowledge, strategies, or products to properly serve the diverse and extensive needs of these groups.

John Nelson works personally with executives, business owners and individuals on life insurance strategies, income planning, and financial, estate and legacy planning needs.

How do we do it?

To support and complement the abilities of our associates to work with employers as well as their employees, we use advanced solutions resource teams at companies like the Principal Financial Group. These teams are knowledgeable about the strategies required to help give our clients the potential to “turn today’s revenue into tomorrow’s wealth”. Our experience, coupled with their knowledge, enable us to present prudent and viable options to help accomplish clients' goals and objectives.

How can we help more companies and more people?

We appreciate and need your referrals. Our business has grown with the help of clients, associates, and friends like you. Please click here to tell us of a person you feel we can help, or a person who has experienced retirement, layoff or termination, marriage or divorce, the birth of a child, a job change, or any other life-changing event.