About Transition Planning
What is YOUR situation?
Glen Thiessen specializes in working with retirees and those about to retire who want to know how to turn their retirement dreams into reality. He gives practical advice on how to succeed financially by avoiding the common mistakes made by most people. As a registered representative with KMS Financial Services Inc., he works with employees and retirees in coordinating their company and personal benefits and managing their investments to provide flexible income, as needs change, while minimizing income taxes.
Life involves major transitions, such as marriage, divorce, career change, retirement and death. Glen’s company name, Transition Planning, Inc., reflects his commitment to helping people successfully navigate those major changes. Since 1983, Glen has accomplished extensive education in retirement, investment, tax, estate, and insurance issues, earning the designations of:
Certified Financial Planner (CFP®)
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Registered Health Underwriter (RHU)
Registered Employee Benefits Consultant (REBC)
Certified Fund Specialist (CFS)
Certified Senior Advisor (CSA)
Certified Advisor For Senior Living (CASL)
Insist on working with a trusted advisor who stays informed about the issues that are important to you. If you or someone you know needs help with investments, insurance, retirement, income planning, tax control, long-term care or estate planning issues, contact Glen Thiessen at:
If he cannot help you, he will help you find a professional who can.
Glen's Resume CFP® Disclosure Product Cost Disclosure
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