Transition Planning & Guidance™, LLC, (TransitionPG®) does not manage money. We will not pressure you to move your money.
TransitionPG® does not sell financial products. We will not pressure you to invest.
When discussing your money we put Y-O-U first.
There is no conflict of interest.
Financial Review consulting services is a customized approach to address one or more areas of your financial situation. We offer services on a retained-basis to address your specific needs. We also offer fixed-rate packages: spending plan | financial plan | divorce financial review.
We have access to office space throughout Atlanta, GA via Regus. We also meet with clients via phone or via Skype. Please contact us at info@TransitionPG.com to schedule an appointment.