Hey Washington!
Do Not Cancel Your Long-Term Care Plan!
The Washington Long Term SS Program is here to stay and starts collecting this summer! Audits to keep your exemptions are coming.
Transcend Financial Group is a people-first alternative to traditional financial planning and wealth strategy development.
Our process marries a humanistic approach with purpose driven technology where one piece focuses on behavior and the other is utilized to establish security, accuracy, and efficiency. Being solutions based and people focused, we look at the full picture of a client's financial situation. We provide solutions that help people realize their true potential and optimize their well-being.
Disclosure:
This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through Transcend Financial Group, an individually licensed and appointed insurance agent.
Transcend Financial Group does not offer advice, research, or analysis regarding securities. This website and information are provided for guidance and information purposes only. Transcend Financial Group and its employees are not registered with the SEC, FINRA, or any state securities regulator as an investment advisor or broker-dealer.
To bridge this gap for clients, Transcend Financial Group can recommend financial services providers such as, Sound Financial Inc. dba Sound Financial Group (“RIA Firm”) to help provide solutions for securities planning. Sound Financial Inc. dba Sound Financial Group (“RIA Firm”) describes itself as a registered investment adviser located in Mill Creek, WA. Sound Financial Group may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Please visit Sound Financial Groups disclosure page for more information. To read their disclosure, visit Sound Financial Group (sfgway.com).
Since starting Transcend Financial Group, LLC in 2008, Leah has developed a wealth building platform that provides a people-first alternative to traditional financial planning and wealth strategy development. She embodies the core belief that a successful partnership with clients is based on integrity, joint accountability, empowerment and a humanistic approach to building systems that last across generations. She is passionate about the science behind establishing robust financial strategies and how they can enrich the lives of her clients.
Meet Leah.
We help our clients with…
Income Audit and Strategy
Budgeting and Cashflow
Tax Strategy
Debt Strategy and Management
Risk Mitigation and Insurance Planning
Accountability and Partnership
If you are looking for a no-nonsense-get-it-done planner, then Leah is the professional. Don't bring excuses; bring your needs and desires and she will begin your journey with the end in mind. Thank you Leah for all you have done for us! Love the results!
Doug Blackwell