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