Business Details
13 Years
experience
Your Trusted Retirement Income Planning Partner in Harrisburg, PA
Transition Advisor Group is a dedicated team of financial professionals specializing in retirement income planning. With decades of combined experience, we provide personalized strategies tailored to individual goals, helping clients navigate the complexities of retirement transitions. Our services include Social Security optimization, tax-efficient strategies, and long-term care planning, supported by a commitment to client education and community engagement. Headquartered in Harrisburg, PA, we serve clients across Central Pennsylvania and beyond, prioritizing integrity, expertise, and client-centric solutions. 
Services
Retirement Income Planning
Social Security Optimization
Legacy Planning
Tax-Efficient Strategies
Long-Term Care Planning
Life Insurance Solutions
Debt Management Coaching
Retirement Workshops
Asset Protection
Income Strategy Consultation
Details
- Year established: 2013
Highlights and features
- We offer over 20 years of experience in retirement income planning.
- Our team provides personalized strategies tailored to your unique goals.
- Convenient office locations in Harrisburg and York, PA.
- Certified Financial Fiduciary on staff for ethical, client-focused advice.
- Proven track record of client satisfaction and community involvement.
What people say
Very happy with the outcome
Professionalism and sincere interest
Friendly and knowledgeable team
Attentive to details
Thorough explanations
Services
Retirement Income Planning
Create a reliable income stream tailored to your lifestyle in retirement. Our approach combines risk management, asset allocation, and personalized financial modeling to ensure your savings last throughout retirement. We focus on sustainable withdrawal strategies and diversified income sources to provide financial stability.
Social Security Optimization
Maximize your Social Security benefits through strategic claiming strategies. We analyze hundreds of claiming scenarios to determine the optimal timing and methods for your unique situation, integrating benefits into your broader retirement plan to enhance long-term financial security.
Legacy Planning
Ensure your assets are passed to heirs according to your wishes. Our legacy planning services include trust creation, probate avoidance strategies, and tax-efficient wealth transfer methods. We prioritize asset preservation and privacy while aligning with your family's long-term goals.
Tax-Efficient Strategies
Minimize tax burdens through customized retirement tax strategies. We evaluate tax-advantaged accounts, Roth conversions, and withdrawal sequencing to optimize after-tax income. Our goal is to help you retain more of your savings while complying with evolving tax regulations.
Long-Term Care Planning
Prepare for unexpected healthcare costs with tailored long-term care solutions. We design insurance policies and hybrid strategies to protect retirement savings from medical expenses, ensuring financial security for you and your spouse during extended care needs.
People
June Horne
Founder, President & CEO
June Horne, Certified Financial Fiduciary, has over 20 years of experience in retirement planning. She specializes in personalized income strategies and Social Security optimization, serving clients across six states. June prioritizes ethical, client-focused advice and community engagement.
Frank Horne
Director of Marketing
Frank Horne leads marketing efforts with a 40-year military background. He focuses on client-centric branding and strategic growth, leveraging project management expertise to enhance customer experience across Maryland, Pennsylvania, and neighboring states.
Donna Balsbaugh
Operations Assistant
Donna Balsbaugh manages daily operations and client relations in Harrisburg and York offices. With a focus on customer satisfaction, she coordinates seminars and maintains TAG's CRM system, ensuring seamless administrative support for the team.
Trenton Martin
Debt & Income Coach
Trenton Martin assists clients with debt management and retirement preparation. Recently certified through Financial Coach Master Training, he supports June in workshops and client interactions, aiming to become a financial advisor under her mentorship.
Questions
What retirement services do you offer?
We specialize in income planning, Social Security optimization, tax-efficient strategies, legacy planning, and long-term care solutions tailored to your unique needs.
How can you help maximize Social Security benefits?
Our team analyzes hundreds of claiming strategies to determine the optimal timing and methods for maximizing your Social Security benefits.
Do you serve clients outside Pennsylvania?
Yes, we serve clients in Maryland, North Carolina, South Carolina, Texas, Virginia, and Ohio, in addition to Central Pennsylvania.
What is your approach to retirement planning?
We use a five-step process: goal discovery, financial assessment, custom strategy creation, implementation, and ongoing monitoring to ensure your plan adapts to life changes.
How do I schedule a consultation?
You can book an introductory call through our website or contact us directly at (717) 718-5790 to discuss your retirement goals.
