Transcend Wealth will help you get to where you want to be.

CONTACT US NOW

REQUEST A CALLBACK

A Financial Planning Firm that places your interests first ---------

Transcend Wealth was founded on the idea of educating clients so they better understand what needs to be done in order to reach their goals. By providing you with a solid educational footing, we can help you cut through the noise so you can rest assured that your interests will always be first.

EXPLORE OUR SERVICES

Your Fees and Your Plan.

We've all heard the saying "you get what you pay for." In some cases that is true, but when it comes to your investments and financial plan, more is not necessarily better. The fees you pay directly affect your investment returns, which in turn directly affect your retirement lifestyle and other financial goals. You've worked hard for your money, and sacrificed a lot to build your savings, keeping an eye on investment fees will go a long way towards helping you achieve your financial goals. At Transcend Wealth, we believe in keeping the cost of your investments, as well as your advice low.

If you do the right things for the right amount of time, the right results will follow.

Dennis Coon, CFP®

President

MORE ABOUT DENNIS

What Transcend does best

Everything we do, we do as your Fiduciary.

No ifs - ands - or - buts.

The Modus Operandi ---------

Financial planning is a process, and the plan will only work if you review and revise it as situations change.  Contact us to get started.

GATHER DOCUMENTS & DESIGN PLAN

If we decide we are a good fit for each other, we'll need to gather some additional information on your current situation. These documents will help us better understand your unique situation so that together we can develop efficient strategies to help you achieve your objectives.

DECIDE ON IMPLEMENTATION

A plan only works if you execute it. During this meeting we'll discuss the steps you need to take and develop an action plan. If you decide to work with us, this is only the beginning. We will continue to meet with you to review the plan and update it as situations change.

Ready to learn more?

Getting in touch is easy. Use the form below and request a complimentary consultation today.

Submitting Form...

The server encountered an error.

Form received.

TRANSCEND WEALTH, LLC

27600 Chagrin Blvd., Suite 445

Woodmere, OH 44122

(216) 236 1106

dennis@transcendwealth.com

Transcend Wealth will help you get to where you want to be.

Your Fees and Your Plan.

We've all heard the saying "you get what you pay for." In some cases that is true, but when it comes to your investments and financial plan, more is not necessarily better. The fees you pay directly affect your investment returns, which in turn directly affect your retirement lifestyle and other financial goals. You've worked hard for your money, and sacrificed a lot to build your savings, keeping an eye on investment fees will go a long way towards helping you achieve your financial goals. At Transcend Wealth, we believe in keeping the cost of your investments, as well as your advice low.

Transcend Wealth will help you get to where you want to be.

Your Fees and Your Plan.

We've all heard the saying "you get what you pay for." In some cases that is true, but when it comes to your investments and financial plan, more is not necessarily better. The fees you pay directly affect your investment returns, which in turn directly affect your retirement lifestyle and other financial goals. You've worked hard for your money, and sacrificed a lot to build your savings, keeping an eye on investment fees will go a long way towards helping you achieve your financial goals. At Transcend Wealth, we believe in keeping the cost of your investments, as well as your advice low.

  • RETIREMENT PLANNING

     

    Retirement Planning

    Seemingly gone are the days of company provided pensions and retiree medical benefits. Now you, the employee, assume the investment and longevity risk. And with medical costs soaring, more and more of your retirement savings could be going to go towards healthcare costs.

    People are living longer than ever. Due to advances in medicine and healthcare, which are leading to these longer life expectancies, your quality of life in retirement can be even better. You can be more active, able to do and experience more things, and this costs money.

    How do you draw income from our investments? When should you take Social Security? Will Social Security be there for you throughout your retirement?  What happens if you or loved one needs long-term medical care? These are just some of the questions that we can help you answer.

     

     

    REQUEST A CALLBACK

  • INVESTMENT MANAGEMENT

     

    Investment Management

    How do you choose the appropriate mix of investments for your portfolio? Should you actively manage your investments, or should you be more of a buy and hold type of investor? Additionally, how much risk should you take?

    At Transcend Wealth, our goal is to help you reach your financial goals with the least amount of risk, while keeping costs as low as possible. By discussing your goals and circumstances, and determining your appetite for risk, we can then select the appropriate investment mix - using a diversified portfolio of low cost investments - that will assist you in reaching your financial goals.

    Managing investments does not have to be a daunting or intimidating task. It also doesn't have to be expensive. Reach out to us to see how we can help you safely reach your goals.

     

    REQUEST A CALLBACK

  • EDUCATION PLANNING

     

    Education Planning

    How am I going to pay for college?  Do I tap into my 401k?  Should I take out a second mortgage? What about student loans? Planning for your children's education is important; but it is also important to do so in a manner that doesn't jeopardize your financial future.

     The cost of a college education is astronomical, and those coming out of college have "mortgage level" debt in the form of subsidized and unsubsidized student loans.  Not to mention, many parents have drained their savings and/or have taken out additional debt of their own. The earlier you start with planning for the cost of education the better, but it is never to late to plan.

    What is the best savings vehicle for you for college funding. How do you position yourself to qualify for grants and scholarships. What is the most efficient way to pay off this mountain of debt. We can work with you to find the best answers for your unique situation.

     

    REQUEST A CALLBACK

  • FINANCIAL EDUCATION

     

    Financial Education

    According to the FINRA National Financial Capability Study (NFCS), nearly two-thirds of Americans couldn't pass a basic financial literacy test; and these results are pretty consistent around the globe. If you are curious to see how you stack up to others, you can take the test here.

    The financial services industry just loves to confuse people. They use acronyms, unnecessary jargon, and your emotions so they can profit off of you. And let's not forget the media. The media loves to sensationalize things to get "clicks" and keep you clued to the television so they can sell more advertising. With the proper education, you can cut through the noise and figure out what is non-sense and what is important. Fear can paralyze people, and often times the source of fear is a lack of understanding. By taking the time to educate you, you will then be armed with the knowledge that will help you make informed decisions.

    Reach out to us to find out more about classes in your area.

     

    REQUEST A CALLBACK

Transcend Wealth will help you get to where you want to be.

Your Fees and Your Plan.

We've all heard the saying "you get what you pay for." In some cases that is true, but when it comes to your investments and financial plan, more is not necessarily better. The fees you pay directly affect your investment returns, which in turn directly affect your retirement lifestyle and other financial goals. You've worked hard for your money, and sacrificed a lot to build your savings, keeping an eye on investment fees will go a long way towards helping you achieve your financial goals. At Transcend Wealth, we believe in keeping the cost of your investments, as well as your advice low.

RETIREMENT PLANNING

INVESTMENT MANAGEMENT

EDUCATION PLANNING

FINANCIAL EDUCATION

GET ACQUAINTED MEETING

The first step is to schedule a complimentary consultation to see if working together is a good fit. During our conversation we'll discuss your current situation, your objectives, and give you an estimate of the time and cost involved.

GATHER DOCUMENTS & DESIGN PLAN

If we decide we are a good fit for each other, we'll need to gather some additional information on your current situation. These documents will help us better understand your unique situation so that together we can develop efficient strategies to help you achieve your objectives.

DECIDE ON IMPLEMENTATION

A plan only works if you execute it. During this meeting we'll discuss the steps you need to take and develop an action plan. If you decide to work with us, this is only the beginning. We will continue to meet with you to review the plan and update it as situations change.

27600 Chagrin Blvd., Suite 445

Woodmere, OH 44122

(216) 236-1106

dennis@transcendwealth.com

Your Fees and Your Plan.

We've all heard the saying "you get what you pay for." In some cases that is true, but when it comes to your investments and financial plan, more is not necessarily better. The fees you pay directly affect your investment returns, which in turn directly affect your retirement lifestyle and other financial goals. You've worked hard for your money, and sacrificed a lot to build your savings, keeping an eye on investment fees will go a long way towards helping you achieve your financial goals. At Transcend Wealth, we believe in keeping the cost of your investments, as well as your advice low.