Transparent Financial Solutions- Financial Advisor Pittsburgh, PA

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About Transparent Financial Solutions

At Transparent Financial Solutions, we specialize in empowering families and business owners to thrive financially while focusing on what matters most to you. Our mission is simple: help you pay less taxes, make confident financial decisions, and do more of what you love. Maximizing Tax Saving Opportunities: We understand that every dollar saved in taxes is a dollar you can reinvest in your business, yourself, or your family. Our team of strategic partners are dedicated to identifying strategic tax-saving opportunities. Efficient Time Management: As a busy entrepreneur and leaders, your time is valuable. That's why we streamline the financial aspects of your business and investments, allowing you to focus on growth and innovation. Legal Guidance: Legal considerations are integral to any plan. From entity formation and contract review to estate planning and asset protection, our strategic partners offer sound legal advice to safeguard your interests and ensure compliance with applicable laws and regulations. Comprehensive Protection: Life is unpredictable, but with the right protection strategies in place, you can safeguard your assets and loved ones from unforeseen events. We help you assess your insurance needs and implement tailored solutions to mitigate risks and provide peace of mind. We are on a mission to help as many business owners and families excel in all aspects of life financially, personally, and within their businesses/career, while redefining what success truly is.

See Disclosures

General Information

CRD#

2201485

Firm CRD#

110826

Insurance License#

954939

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Financial Planning for Individuals

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CLU^®, ChFC^®

Securities Licenses

Series 7, Series 6, Series 63, Series 65

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability

Firm Information

Assets Managed by Advisor

$100,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

$250

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892770/paladinregistry-Transparent-Financial-Solutions-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Transparent Financial Solutions