Transcend Wealth was founded on the idea of educating clients so they better understand what needs to be done in order to reach their goals. By providing you with a solid educational footing, we can help you cut through the noise so you can make informed financial decisions. Each individual has their own unique wealth management needs and goals.
Our process helps us get to know you so that we can help you develop a customized plan that adapts and changes as your life progresses. Choosing the right partner can make all the difference in meeting your goals. We're here to ensure that your journey surpasses the conventional and rises above exceptional.
Our process helps us get to know you so that we can help you develop a customized plan that adapts and changes as your life progresses. Choosing the right partner can make all the difference in meeting your goals. We're here to ensure that your journey surpasses the conventional and rises above exceptional.
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Becoming financially independent and secure does not occur by accident. Instead it is achieved through careful planning and thoughtful execution of a plan. With the financial world becoming more and more complex, consumers are being asked to shoulder more of the burden. Education is the foundation that can help you confidently make intelligent decisions regarding your financial plan and future.
Join us for a no-charge informational seminar at Holden University Center- in Kirtland, Ohio, where we will share powerful new strategies that may reduce the taxes you pay on your retirement income. If you're nearing retirement or already retired, you need to understand how taxes impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.
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