TRANSITIONS SHAPE OUR LIVES.
A new job. A career setback. Retirement. Divorce. Marriage. Loss.
Each of these moments brings emotional weight and financial changes.
At Transitions Financial, we help you prepare for what’s next.
SIGNATURE SERVICES
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Professional guidance on building and preserving wealth through personalized investment strategies.
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A comprehensive roadmap to help you achieve short- and long-term financial goals.
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Strategies to ensure financial independence and lifestyle sustainability in retirement.
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Structured plans to manage, protect, and transfer assets efficiently according to your wishes.
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Proactive approaches to minimize tax liabilities and maximize savings within legal guidelines.
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Regular evaluation of asset distribution to align with goals, risk tolerance, and market conditions.
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Tailored support for structuring, growing, and transitioning your business with financial foresight.
WHY TRANSITIONS?
Tom Faulconer brings his extensive experience to bear on your financial issues in a way different than many other financial advisors. As your financial “coach,” Tom will explain things in a straightforward, easy-to-understand way that will help you understand the importance of the decisions you make.
For example, many people simply do not understand the impact of fees on financial planning? A 40 year old planning to retire at 65 paying the very common 1% advisor fee and the average mutual fund fee (according to Morningstar) of .65%, may lose over 20% of their retirement savings to fees! That could mean working for several more years, just to pay the salaries of other people!
Did you know that the expenses associated with 401k plans are usually higher than those in Individual Retirement Accounts? Still many people leave their 401k with their previous employer when they change jobs!
Whether you are looking for a long-term relationship with a financial advisor who is committed to making money for you and not just himself, or need a comprehensive financial plan for your retirement, estate plan, or college funding, call Tom at Transitions Financial today.
ABOUT TRANSITIONS FINANCIAL
Founded by Tom Faulconer, a seasoned advisor and educator with credentials well beyond industry standards, Transitions Financial takes a no nonsense, client-first approach. NO bloated fees, sales pressure, or flash. Instead, the focus is on education, efficiency, and results.
Certified Financial Planner® (CFP) for over 25 years, Licensed Indiana Attorney for over 35 years, Professor of Risk Management and Insurance – Butler University, President of Davey Captive Insurance Company (Butler University), Former Senior Vice President, Indiana Farm Bureau Insurance Company, Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Advisor for Senior Living (CASL), Author of Life and Health Insurance Basics Textbook (Risk and Insurance Alliance)