About Us
Established in 2008, Transcend Financial Group was formed as a people-first alternative to traditional financial planning and wealth strategy development.
We believe in earning with our clients the title of trusted partner and strive to provide the highest level of integrity and accountability. The role we play is one of education and empowerment - pulling back the veil on the financial industry and teaching our clients how to make informed financial decisions. With their new knowledge they then feel empowered to make smart decisions for their and their family's future.
When establishing goals with our clients, we set realistic figures that are customized to their needs because we believe that following cookie cutter planning formulas won't lead to true wealth.
What Sets Us Apart
Education First and Foremost.
Becoming thoroughly educated about your personal economics is vital to success. Move away from the “one-way” propaganda-type marketing that the industry has been pushing for decades. Getting past this type of indoctrination and into a true understanding of personal economics will allow you to avoid potential pitfalls and risks that marketers tend to omit.
Financial Behavior Evaluation.
We conduct behavior audits to help you build a strategy for reprogramming away from destructive, ineffective habits and belief systems. Behavior and beliefs will drive your actions and therefore your results; proper mindset and habits are key fundamental pieces for financial success.
Whole Life Approach.
Moderation and balance are the name of the game when it comes to true risk mitigation. You don’t want to be heavy in one part of your financial model and light in another as often parts overlap or disguise themselves. This is where the yearly audit comes into play, a forum where we dive into your macro and micro economic portfolio to ensure we are not overindulging in any one part and missing vital opportunities in others. Every five years we will do a deeper dive into this analysis. Balancing the risks is another way to look at diversification.
Income Focused.
Income is the foundation for all you do and will do. With a focus on income much of the rest will fall into place as a result.
Income is your largest asset. Your Human Economic Value (HEV) is your most effective vehicle in which you can achieve high rate of return. HEV is your ability to obtain income over your lifetime and is purely under your control. It is wise to consistently use your HEV to pursue ways to increase and broaden your income because if it fails or falls short, your personal economic platform will follow.
Create Holistic Family Legacies.
Often when you hear of “family legacy”, you think of the Rothschilds or some other wealthy family leaving money to heirs in trust funds. More often, many think “family legacy” is unattainable or does not apply to them. This couldn’t be further from the truth.
Family Legacy is more than just money, it’s an entire system. This system includes education, belief systems, and family collaboration on implementation and wealth accumulation. If done correctly, a legacy operates like a well-oiled machine that continues for generations.
A strategy program will soon be available to bring families together in the conversations and implementation of building multi-generational wealth and stability. The goal is to bring families closer together and into a light of understanding and cooperation for the value of all.
