About Transitions Financial
Transitions Financial is the brainchild of Tom Faulconer. Tom Faulconer has a background uniquely suited to help you manage your finances and the transitions that affect them. But don’t expect the typical financial planning firm in offices that cost more to rent than most houses cost to buy. We won’t waste your money, we’ll do all we can to help you make and keep it. We would much rather impress you with our knowledge and service than our lobby artwork.
The Financial Industry Regulatory Authority (FINRA) requires Registered Investment Advisors to successfully pass a 2 hour exam called a Series 65 exam.
Tom has spent his entire career in the financial services industry with qualifications greatly surpassing what is required in the field. Among Tom’s credentials are:
Certified Financial Planner®
Bachelor of Science In Business Administration from Butler University
Doctor of Jurisprudence from Indiana University School of Law
Chartered Financial Consultant (ChFC)
Chartered Advisor for Senior Living (CASL)
Adjunct faculty of Indiana University-Purdue University at Indianapolis (Business Law)
Adjunct faculty of Butler University (Risk Management and Insurance)
Licensed Indiana attorney
Director of training for Indiana Farm Bureau Insurance
Senior Vice President, Indiana Farm Bureau Insurance
Why Transitions?
Tom Faulconer brings his extensive experience to bear on your financial issues in a way different than many other financial advisors. As your financial “coach,” Tom will explain things in a straightforward, easy-to-understand way that will help you understand the importance of the decisions you make.
For example, many people simply do not understand the impact of fees on financial planning? A 40 year old planning to retire at 65 paying the very common 1% advisor fee and the average mutual fund fee (according to Morningstar) of .65%, may lose over 20% of their retirement savings to fees! That could mean working for several more years, just to pay the salaries of other people!
Did you know that the expenses associated with 401k plans are usually higher than those in Individual Retirement Accounts? Still many people leave their 401k with their previous employer when they change jobs!
Whether you are looking for a long-term relationship with a financial advisor who is committed to making money for you and not just himself, or need a comprehensive financial plan for your retirement, estate plan, or college funding, call Tom at Transitions Financial today.
