Dedicated & Passionate Financial Professionals
With decades of experience, the team at Transition Advisor Group, LLC. has helped hundreds of clients successfully achieve their goals. With care, compassion and drive, we are dedicated to helping others live their best lives through retirement income planning. Let us use our experience to the benefit of your future self and enjoy the confident retirement you deserve.
As the Founder, President and CEO of Transition Advisor Group, a company including Transition Planning Associates, an insurance brokerage firm.
June has insurance licenses in Maryland, North Carolina, South Carolina, Pennsylvania, Virginia, and Texas. She and her team have a strong desire to help families establish a plan for their life goals and takes time to truly listen to her clients and understand their individual circumstances.
June and her team work with her clients to build, manage and protect their assets through their life’s transitions. Her services include retirement income planning, Social Security maximization, final expenses, along with tax minimization strategies to help create prosperity through effective planning.
Frank joined the Transition Advisor Group team after a 40-year career in both the military (retired) and government services. Frank is working as the Product Marketing Specialist for TAG and is continuously pursuing innovative processes to expand the TAG brand and create a second to none customer service culture for all clients in the Pennsylvania, Maryland, North Carolina, South Carolina, and Virginia areas. Frank is a graduate of Campbell University, Buies Creek, NC and Project Management Professional courses.
Along with helping retirees, we have a huge heart for children. By supporting the Kachimfya School, we help empower youth in Zambia, Africa in career development, life skills and the arts. Our Founder & President has visited Zambia on a mission trip and plans to return. If you’d like to support our efforts, click below to donate.
By supporting the American Mental Wellness Association™, we help provide educational outreach around prevention, early detection, early intervention, scientific research, and cures of mental health conditions. If you’d like to support our efforts, click below to donate.
Bethesda Mission offers men, women, and children who are poor and homeless with shelter, food, clothing, and sharing the good news of Jesus Christ. If you’d like to support our efforts, click below to donate.
Central Pennsylvania Food Bank serves over 152,000 Pennsylvanians a month and works with more than 1,300 local agencies and programs to help those who are facing hunger every day. If you’d like to support our efforts, click below to donate.
Interested in learning more about how we can help navigate the journey toward reaching your retirement income goals? Contact us to schedule a complimentary, no-obligation consultation.
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2000 Linglestown Rd.
Suite 100
Harrisburg, PA 17110
Phone:
(717) 718-5790
Fax: (717) 618-3728
Transition Advisor Group (TAG-PA) is a company that includes Transition Planning Associates - an insurance brokerage. our company provides retirement income planning expertise to individuals and businesses in Central Pennsylvania, plus licensed in Maryland, North Carolina, South Carolina, Virginia and Texas. Transition Advisor Group will help you potentially protect your assets, increase your income, reduce your taxes, provide growth with stability and income you cannot outlive. We, at Transition Advisor Group, partner with you to put all the proper income planning steps in place for a successful retirement.
Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.