Our Qualifications

After ten years as a New York Life Insurance agent, Glen Thiessen served Boeing employees and their families as a Financial Advisor at the Boeing Employees' Credit Union. He established Transition Planning, Inc. in 2002 with more of a focus on client relationships than transactions.

Click here to view Glen's resume.

Click here to view Glen's CFP® Disclosure.

We are dedicated to developing lasting relationships with all our clients and their families. We believe in helping you assess your values-based goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. With a single login, you can view all aspects of your financial plan around the clock.

We’re looking forward to using our expertise to help you pursue your financial goals and be better prepared for the major transitions ahead.

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 Qualifications

Contact Info

Additional Pages

Transition Planning, Inc.