TaxWise Strategies

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Contact Info

Transition Planning, Inc. 22221 NE 11th Place
Sammamish, WA 98074
Map and Directions

Phone: 425-868-7141
Fax: 866-785-4453

glen@transitionplanninginc.com

Additional Pages

Our Location

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).