Transition Planning Associates, LLC

Capabilities

• ●I do a comprehensive financial plan, personalized to meet their needs, whether it be a single person, a couple, or a business.
• ●After that has been completed I prepare a Portfolio Binder with the details of their investments and the plan for them , showing the income, expenses with inflation, and investment order, taxes, Social Security benefits, and everything pertaining to their retirement.
• ●We will implement the plan and continue to work with them in reviews to be sure they are on track.
• ●I also will review tax savings where possible.
• ●Explain an IRA Roth Conversion if it would be advantageous for them and their legacy.
• ●I also work with younger folks to prepare for retirement and help them to build a savings for retirement.
• ●Life Insurance is another avenue I work in as well.
• ●I also show folks how to utilize annuities to create income for life in retirement and starting investing in annuities to build a higher income for retirement without the risk.

Certifications

• WOSBsince Sep 2021 · through Sep 2026

  WOSB — status as published by the U.S. SBA Small Business Search. Last verified 2026-06-10.

Specialties