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We LISTEN…We CRAFT Solutions...CUSTOMIZED For You Knowing you have planned your financial future Your financial advisor should be held to a higher standard Our foundation is built On Thoughtful Client Relationships

What We Do

Retirement

Retirement

Investments

Investments

Transition Planning

Transition Planning

An investment in knowledge pays the best interest. –Benjamin Franklin

Who We Are

Jacqueline M. Lakocy, CFP®, CDFA®

Jacqueline M. Lakocy, CFP®, CDFA®

CEO & Founder

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Our Business Relationships




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TD Ameritrade, Inc. is a firm that we use to custody our fee based client assets. TD Ameritrade and Transitional Wealth Strategies, are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission

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