Our Mission Statement

The mission of Transition Planning, Inc. is to be a contributing part of a team of professional advisors that are committed to helping you more effectively plan ahead for the major transitions in your life using a values-based, goal-oriented planning process, potentially resulting in a more positive legacy for you.

Regulations require current licensing, registration and compliance oversight in any state where insurance and securities business is conducted. Securities and investment advisory services are offered by Glen Thiessen through KMS Financial Services, Inc.

With Glen’s current licenses and registrations, investment products and services are available only to residents of California (CA), Florida (FL), Illinois (IL), Montana (MT), Oregon (OR), Texas (TX), and Washington (WA).

Fee-based advisory services are available only to residents of California (CA), Montana (MT), Oregon (OR), Texas (TX), and Washington (WA).

Glen is licensed to sell insurance products in California (CA), Florida (FL), Oregon (OR), Washington (WA).

Our Mission Statement

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Transition Planning, Inc.