Welcome to Transition Advisor Group in

Harrisburg, PA

RETIREMENT INCOME PLANNING, TAX MINIMIZATION STRATEGIES, AND SOCIAL SECURITY OPTIMIZATION, in Harrisburg, PA

Planning for retirement can feel daunting, and with busy lives, we often make rushed decisions about our money, or put off planning for retirement until it's too late.

Transition Advisor Group helps you feel confident about your retirement. Together, we identify your goals, implement a strategy, and work together to—and through—your retirement.

Fill out the form for your complimentary retirement analysis to review your retirement goals, current standings, and strategies for success.


After filling out the form, a member of our team will reach out to schedule a time to talk.

Contact Us

Contact our Harrisburg, Pennsylvania office

(717) 718-5790

june@tag-pa.com

2000 Linglestown Rd, Harrisburg, PA 17110, United States of America
Day Hours
Monday 9:00 a.m. - 4:30 p.m.
Tuesday 9:00 a.m. - 4:30 p.m.
Wednesday 9:00 a.m. - 4:30 p.m.
Thursday 9:00 a.m. - 4:30 p.m.
Friday 9:00 a.m. - 4:30 p.m.
Saturday Closed
Sunday Closed

Customized Retirement Income Services in Harrisburg, PA

At Transition Advisor Group, you're not just getting a financial professional; you're getting a partner in navigating the path to a comfortable retirement. Our Harrisburg office specializes in understanding your personal story and retirement income goals, helping you transition with confidence.

Retirement Income Planning

Tailor your retirement income strategy to replace your paycheck efficiently.


Social Security Optimization

Maximize your benefits with our expertise on when and how to claim.

Tax-Efficient Strategies

 Navigate your finances with strategies designed to help minimize taxes and preserve wealth.

Long-Term Care Strategies

Prepare for future healthcare needs with appropriate long-term care insurance.

Legacy Planning

Help ensure your legacy is protected and passed on according to your wishes.


Life Insurance

Protect your family’s future with policies that provide essential financial support.

Testimonials

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.

Karen and Francis Denaro

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.

The Transition advisor Group is such a very knowledgeable  professional  service ....I'm more than please to have the transition Advisor group give me not only great guidance ,but to help me step by step put my retirement income strategy in motion.

Dean Carter

Meet June Horne

Meet June Horne, the heart of our Harrisburg office. As the Founder, President, and CEO, June brings unparalleled expertise and a deep commitment to her clients' financial well-being.


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 strategies, Social Security maximization, final expenses, along with tax minimization strategies to help create prosperity through effective planning.

  • What are your business hours?

    We are open from 8 a.m. to 5 p.m., Monday through Friday. 

  • What's the best way to get in touch?

    You can contact us at (717) 718-5790, or by filling out a contact form. 

  • What are some ways I can preserve my legacy?

    Our legacy planning services help ensure that your legacy is preserved and transitioned according to your wishes. We assist with estate distribution flow, charitable donations and bequests, and estate tax planning. Contact us to discuss how we can assist with your legacy planning needs.

  • How can I mitigate risk in my income strategy?

    Mitigating risk involves thorough risk management strategies, including liquidity/cash flow, risk management, and retirement funding. Our team in Harrisburg can help you develop a robust plan to manage potential risks.


  • How can I strategize for retirement income in Harrisburg?

    Start by scheduling a complimentary appointment with our team to discuss personalized retirement income strategies, including social security optimization, college education funding, and specific objective funding. We'll help you create a roadmap for your retirement independence.


  • What should I know about transferring my business in Harrisburg?

    Whether you're looking to retire or transfer ownership, we provide guidance on exit strategies and qualified plan reviews to ensure a smooth transition. Let us help you navigate the complexities of business transfer.

  • I own a business in Harrisburg. How can I plan for business succession?

    Our business owner planning services include business succession planning, benefit plans, and exit strategy guidance. We specialize in helping business owners in Harrisburg create seamless transition plans.

Fill out the form for your complimentary retirement income analysis to review your retirement goals, current standings, and strategies for success.


After filling out the form, a member of our team will reach out to schedule a time to talk.