Harrisburg, pa Financial Professionals & retirement income planning
Transition to Retirement with Confidence
Your retirement shouldn’t feel like a leap into the unknown. We help you transition from work to retirement with a strategy that combines steady income, tax-efficient strategies, and long-term asset protection—giving you confidence and helping ensure your money lasts as long as you do.
Your JOURNEY TO RETIREMENT starts here
Professional, friendly guidance for your financial future
Planning for retirement doesn’t have to feel overwhelming. At Transition Advisor Group, we help you take control of your financial journey, creating a customized strategy that aligns with your goals and adapts to life’s changes.
Our personalized retirement income planning process is designed around your unique goals, whether that means maintaining your lifestyle, protecting your assets, or preparing for the unexpected.
With convenient office locations in Harrisburg, PA, and York, PA, we’re here to provide the guidance and support you need, close to home.
Retirement Strategies Designed for Your Goals
Every retirement journey is unique, and so are our strategies. We offer a range of services to address your specific needs and help you achieve your goals:
Retirement Income Strategies
Create a reliable income stream to support your lifestyle in retirement.
Social Security Optimization
Maximize your benefits to get the most from what you’ve earned.
Legacy Planning
Ensure your assets are passed on according to your wishes.
Tax-Efficient Strategies
Reduce your tax burden and keep more of your money working for you.
Long-Term Care Strategies
Prepare for unexpected healthcare costs to protect your retirement savings.
Life Insurance
Protect your family’s financial future and leave a lasting legacy.
Your Partners in building a confident retirement
Meet our experienced team
Your retirement deserves the attention of a team that truly listens. At Transition Advisor Group, we take the time to understand your story, goals, and concerns, creating strategies designed to help you live the retirement you’ve worked so hard to achieve.
June Horne, Certified Financial Fiduciary®
Founder, President & CEO
Frank Horne
Director of Marketing
Donna Balsbaugh
Operations Assistant
Trenton Martin
Debt & Income Coach
FEEL GOOD ABOUT WHO YOU WORK WITH
Client Testimonials
Karen and Francis Denaro
We had the pleasure of working with June recently and we couldn't be more pleased. She considered our needs and offered suggestions accordingly. We are very happy with the outcome and highly recommend June at Transition.
Sharon and Terry Engdahl
My husband and I have been with TAG for over 8 years and are so happy and thankful we went with them . The professionalism and sincere interest in our wellbeing even beyond financial success is profound.
Fred Junkins
We have been doing business with Transition Advisor group since 2013 and are happy with their service. Everyone is very friendly and knowledgeable. They are very attentive to details and explain their ideas thoroughly.
The Importance of Income Planning in Retirement
The Retirement Savings Time Bomb (Part 1)
Overlooked Issues That Can Sink Your Retirement Ship
Meet June Horne, Founder of Transition Advisor Group
LISTEN TO OUR PODCAST
Tag Talks: Charting Your Retirement Journey with June Horne
This podcast is the start of charting the right path for your retirement journey. June brings her extensive financial experience to each episode, offering a treasure trove of knowledge, tips, and strategies.
Request your Retirement Success Kit
This toolkit is designed to help increase the likelihood of a successful transition into retirement. This kit will help you address common concerns such as:
- How to determine when you can successfully retire, and stay retired.
- Strategies to create enough income to replace your paycheck.
- How to create tax-efficient income in retirement.
- When to optimally begin taking Social Security.
- And more!
We help make finding the right strategy for your retirement simple, clear, and less stressful with a step-by-step process designed to help you succeed.
Ready to start your retirement Income planning journey?
Simple steps to a confident retirement
1. Discover Your Goals
We start by listening to your story and understanding what’s most important to you—your lifestyle, goals, and concerns. This step helps to ensure that your retirement strategy is uniquely yours.
2. Assess Your Situation
Next, we review your current financial picture, including income, savings, investments, and potential risks. Together, we’ll identify opportunities to strengthen your financial foundation.
3. Create Your Custom Strategy
We design a retirement strategy tailored to your goals. Whether it’s replacing your paycheck, optimizing Social Security, or planning for long-term care, we provide actionable steps to help provide stability for your future.
4. Implement Your Strategy
Once you’re confident with your strategy, we put it into action. From retirement vehicles to setting up income streams, we help handle the details so you can focus on what matters most.
5. Monitor and Adjust
Retirement is a journey, not a one-time event. Life changes, and your strategy can too. We provide ongoing support and regular reviews to help ensure you stay on track with your goals.
what are you waiting for?
Let's talk
Your retirement is too important to leave to chance. Take the first step towards a confident and protected retirement today. Whether you’re just starting or need a second opinion, we’re here to help.
