Transition Group Story

Life is a journey on a winding road, where many of the twists and turns can significantly affect your finances.  These changing circumstances bring new opportunities.  As your life changes, so will your goals, needs and priorities.  At the Transition Group, we focus on helping our clients navigate any of the changes that life will present, freeing them up to live the best life they can afford.  Our practice is guided by three main tenants:

Transition - Giving our clients confidence and guidance through life’s financial changes.

Access - Access to the best products, research, tools and information available.

Trust - Building a personal relationship based on a foundation of trust.  We care about you and your money more then anyone who doesn't share your last name.
Services Include
  • Financial Planning1
  • Retirement Planning2
  • Business Succession Planning3
  • Divorce Financial Analysis4
  • Estate Planning Strategies5
  • Philanthropic Services
  • Planning for Education Funding6
  • Professional Portfolio Management7
  • 401(k) Rollovers
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

At the Transition Group, we work as risk managers, helping our client by managing their investment and retirement assets, while guiding them through all of the changes that life throws at them.  We focus on minimizing the negative impact of down markets while helping to maintain a reasonable long-term rate of return.  Following our three main tenants of Transition – Access – Trust, we manage the long-term finances of our client’s household, allowing them to focus on living the best life they can afford.

Using the core principals of risk management and goals oriented allocation, we help consolidate accounts and organize investment assets including; business retirement plans, 401(k)/403(b) rollovers, cash flow analysis, college planning, inheritance issues, retirement income planning, charitable gifting and helping people transition from work to retirement.

    Community Involvement

    Every member of The Transition Group believes strongly in charity and giving back to the community.  Over the years we have been involved with numerous charities, serving on advisory boards, as well as donating time, effort and money.  Some of the charities we have worked with include: The Girl Scouts of Northern Illinois, Delta Sigma Phi fraternal organization, Metropolis Performing Arts Center, Ice Age Trail Alliance, Barrington Chamber of Commerce, SIFMA, Barrington Area Council on Aging, St Anne in Barrington and Our Lady of the Wayside in Arlington Heights.  In an effort to promote financial literacy, Tim also teaches 100 & 200 level finance and business math courses at Harper College in Palatine.

      Events

      The Transition Group hosts regularly scheduled events for our clients, providing them with access to some of the top minds in financial research and thinking.  Our events are lively, informal and informative.  The Transition Group can't make finance fun, but we try to bring a little bit of fun to finance.

      Check back for updates on our next event.

        Location

        760 W Main St
        Suite 200
        Barrington, IL 60010
        US
        Direct:
        (847) 382-3727(847) 382-3727
        Toll-Free:
        (800) 221-2561(800) 221-2561

        Meet The Transition Group

        About Me

        Securities Agent: IL, WI, TX, NY, NJ, NC, MI, HI, GA, FL, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
        NMLS#: 1285117

        About Me

        Securities Agent: TX, IL, WI, VA, TN, PA, OR, OH, NY, MO, MN, ME, MD, MA, IN, HI, FL, DC, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
        NMLS#: 1413972
        Investment and Market Perspectives

        On the Markets

        Retirement

        Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
        • 401(k) Rollovers
        • IRA Plans
        • Retirement Income Strategies
        • Retirement Plan Participants
        • Annuities
        The Simple Six-Step Retirement Checkup

        The Simple Six-Step Retirement Checkup

        Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

        Investing

        Working closely with you to guide your wealth and investments through the most challenging market cycles.
        • Asset Management
        • Wealth Planning
        • Traditional Investments
        • Alternative Investments
        • Impact Investing
        Investing in Artificial Intelligence and Automation

        Investing in Artificial Intelligence and Automation

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        Family

        Creating customized financial strategies for the challenges that today's families face.
        • Estate Planning Strategies
        • 529 Plans / Education Savings Planning
        • Long Term Care Insurance
        • Special Needs Planning
        • Trust Services
        From Clueless to Clued In: Teaching Teens About Money

        From Clueless to Clued In: Teaching Teens About Money

        As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

        Business Planning

        Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
        • Succession Planning
        • Business Planning
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
        Facing Financial Stress? Your Employer May Be Able to Help

        Facing Financial Stress? Your Employer May Be Able to Help

        Many of us face money worries. You may be able to get advice and education from an unexpected source.

        Philanthropy

        Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
        • Endowments
        • Foundations
        • Donor Advised Funds
        • Impact Investing
        Choosing an Environmental Charity

        Choosing an Environmental Charity

        There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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        Ready to start a conversation? Contact The Transition Group today.
        Market Information Delayed 20 Minutes
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