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 glued 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 can then be armed with the knowledge that will help you make informed decisions.
1.
Discover
Discuss your current situation and objectives to see if we're a good fit.
2.
Design
Design efficient strategies to help you achieve your objectives.
3.
Implement
A plan only works if you execute it. Let's put it into action to help you work towards your goals.
4.
Adjust
A great plan needs adjusting too. We'll fine tune it to keep you on track.
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.
Our Services
Contact
27600 Chagrin Blvd., Suite 445
Woodmere, OH 44122
(216) 236-1106
contact@transcendwealth.com