Transition Financial

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Transition Financial Group has five areas of focus:

Owner & Executive Benefits
Income Planning & Healthcare for Seniors
Estate & Legacy Strategies

Transition Financialprovides employee benefit plans for employers and ownership planning strategiesfor business owners. We work with individuals and families to help chart afinancial course, or simply provide the insurance and investment tools necessary to help protect their family and help to meet their goals and objectives. Our specialtiesinclude:

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 legacyplanning, as well aswealth 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 usto help you take control of your financial future.

Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Federal Income Tax
This calculator can help you estimate your annual federal income tax liability.

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

Knowing your likely life expectancy is an important factor in making long-term financial plans.
More Calculators →

Inflation Gets Personal
The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.
Save the Date
There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.
Interest Rates: Be Ready for Anything
There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.
Is It Ever OK to Make Early Withdrawals?
There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59.
More Newsletters →

Educate yourself on a variety of financial topics.

Timely Newsletters to help you stay current.

Animated presentations to help you learn and decide.

Manage your taxes and prepare for the upcoming tax season.

JohnNelsonis licensed inIA, IL, MN, ND, PA, and WIto offer health, disability and life insurance (including variable life), annuities (including variable annuities), securities and long-term care insurance. This site is not a solicitation of interest in any of these products in any other state. IMPORTANT CONSUMER INFORMATION:John Nelsonmay only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state byJohn Nelsonthat involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment advisor, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator. Transition Financial is providing links to other Web sites to give the option to explore information on mutual funds, retirement plans, health insurance, and other insurance and investment information. Transition Financial did not create and does not claim any responsibility for the content on those pages.