Transparent Financial Solutions
225 W Station Square Dr
Pittsburgh, PA 15219
4127831837
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
Firm Start Year
CRD#
2201485
Firm CRD#
110826
Insurance License#
954939
Years of Experience in Financial Services
30
Number of Years with Current Firm
2
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
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
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
Assets Managed by Advisor
$100,000,000
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100,000
Minimum Fee Charged for Managed Accounts
1%
Minimum Fee Charged for Hourly Planning Accounts
$250
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892770/rothira-Transparent-Financial-Solutions-detailed-disclosure.html