Transition Advisor Group

What Transition Advisor Group does

Transition Advisor Group (TAG) is a privately held, founder-led financial advisory firm organized as an LLC that delivers retirement income planning and Social Security optimization services to individuals, families, and small-business owners, primarily in Central Pennsylvania. The firm operates through a 'family of companies' structure that includes Transition Planning Associates (an insurance brokerage distributing life and long-term care insurance) and Transition Wealth Management (a fee-based registered investment advisor), with the core investment advisory function delivered through a partnership with CreativeOne Wealth, LLC, under which June Horne operates as an Investment Adviser Representative. Service delivery follows a documented five-step methodology (Discover Goals, Assess Situation, Create Custom Strategy, Implement Strategy, Monitor and Adjust), supplemented by a 'Retirement Transition Success Kit' lead magnet and a Debt & Income Coaching offering added in 2024.

The firm is licensed in six Mid-Atlantic states (Maryland, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia) and operates physical offices in Harrisburg, York, and Mechanicsburg, Pennsylvania, with a core team of approximately four to five staff. Revenue is generated through a mix of fee-based advisory fees on managed assets (via CreativeOne Wealth), commissions on insurance products (via Transition Planning Associates), and professional services tied to educational seminars and ongoing planning engagements. TAG has been in operation for approximately 20 years and reports having served hundreds of clients, with documented individual client relationships spanning more than eight years.

Distribution is primarily sales-led and community-driven, combining consultative office-based sales with educational seminars at local venues, regular earned-media segments on ABC27 Good Day PA and the Vibrant Living program, the TAG Talks podcast, and a formal 'Refer a Friend' referral program. There is no disclosed institutional funding, no acquisitions, no proprietary technology platform beyond standard financial planning software and a CRM, and no public pricing disclosures. The firm has invested consistently in marketing-led client acquisition (podcast, TV, seminars, community programs such as TAG CARES) and in modest product-line extensions rather than in technology or scale-driven expansion.

Name

Transition Advisor Group

Legal name

Transition Advisor Group, LLC.

Website

https://tag-pa.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Transition Advisor Group is a privately held, founder-led financial advisory firm in Central Pennsylvania that delivers retirement income planning, Social Security optimization, tax-efficient strategies, and insurance products to individual consumers and small-business owners across six Mid-Atlantic states.

Ownership category

akta.pro rank

Product category

Retirement Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

akta.pro secondary industry

Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)

Keywords

• Retirement income planning
• Social security optimization
• Tax-efficient strategies
• Financial advisory services
• Long-term care planning

Headquarters

HQ city

Harrisburg

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure, Others

Revenue model

1. Investment Advisory Services: Investment advisory services provided through partnership with CreativeOne Wealth, LLC, an independent Registered Investment Adviser. Ms. Horne receives compensation for referrals. Services include retirement income strategies, asset protection, and wealth management.
2. Insurance Products: Insurance brokerage services through Transition Planning Associates, an insurance brokerage. Products include life insurance, long-term care insurance, and related protection products. Commissions earned on insurance products sold.
3. Educational Seminars: Free educational seminars on retirement planning topics used as lead generation. May include sponsored content or educational materials.
4. Fee-Based Financial Planning: Fee-based registered investment advisory services through Transition Wealth Management.

Pricing tiers

Go-to-market motion4 records

Distribution channels5 records

Marketing channels7 records

Core offering

Transition Advisor Group is a financial advisory firm that provides personalized retirement income planning, Social Security optimization, tax-efficient strategies, long-term care planning, legacy planning, and life insurance products to individuals and business owners. The firm operates through offices in Central Pennsylvania and delivers services via a five-step process (Discover Goals, Assess Situation, Create Custom Strategy, Implement Strategy, Monitor and Adjust), partnering with CreativeOne Wealth, LLC for investment advisory and operating a captive insurance brokerage (Transition Planning Associates) and registered investment advisor (Transition Wealth Management).

Product overview

Transition Advisor Group (TAG) is a financial advisory firm offering retirement income planning services through a personalized, consultative approach. Their core services include Retirement Income Planning, Social Security Optimization, Tax-Efficient Strategies, Long-Term Care Strategies, Legacy Planning, Life Insurance, and Business Succession Planning. The company operates in partnership with CreativeOne Wealth, LLC (a registered investment adviser) and includes Transition Planning Associates (insurance brokerage) and Transition Wealth Management (fee-based RIA). Services are delivered through offices in Harrisburg, York, and Mechanicsburg, PA, with licensing across Maryland, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia. TAG supplements its advisory services with educational content including the TAG Talks podcast and Retirement Transition Success Kit.

Differentiator

Problem solved

Functional benefit

Brands

• TAG Talks: Podcast: Charting Your Retirement Journey with June Horne

Products and services

• Retirement Income Planning Personalized income strategy designed to turn savings into reliable income streams, manage risks, and ensure money works throughout retirement. Targeted at pre-retirees and retirees.
• Social Security Optimization Navigation of Social Security claiming options to maximize benefits and integrate them into the overall retirement plan. Aimed at individuals approaching their claiming age.
• Tax-Efficient Strategies Review of assets and financial structure to identify opportunities to reduce tax burdens through tax-advantaged accounts and efficient withdrawal strategies. Targeted at retirees and pre-retirees.
• Long-Term Care Strategies Consideration of long-term care insurance in retirement strategy to mitigate future unforeseen healthcare costs for clients and spouses. For pre-retirees and retirees.
• Legacy Planning Planning services to protect assets, maintain privacy, manage division of assets, save taxes, avoid probate, and pass along wealth to heirs. For retirees and estate holders.
• Life Insurance Protection products offered through the firm's insurance brokerage subsidiary to ensure family financial security and provide lasting legacy in case of unexpected events.
• Business Succession Planning Business owner planning services including succession planning, qualified plan reviews, benefit plans, and exit strategy guidance for seamless business transitions. Targeted at business owners.
• Debt & Income Coaching Debt management guidance and financial coaching to help clients with debt management certification. Provided by the Debt & Income Coach at the Harrisburg office.

Quantifiable outcome

• Life insurance as tax-efficient wealth transfer tool for beneficiaries
• +2 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Four partnerships are on record, tiered core and flagship.

• CreativeOne Wealth, LLCcoreChannel Partner/ Reseller/ DistributorCreativeOne Wealth, LLC is an independent Registered Investment Adviser providing investment advisory services. June Horne has a partnership with CreativeOne Wealth and receives compensation for referrals. Ms. Horne operates as an Investment Adviser Representative, offering fee-based investment advisory services through this partnership. This is the primary channel for investment management services.
• Ed Slott's IRA TeamflagshipStrategic or Co-development PartnerJune Horne is an elite member of Ed Slott's organization, a nationally recognized network of IRA distribution experts known for turning complex tax strategies into understandable and actionable advice. This partnership provides access to specialized training, resources, and expertise in retirement tax planning.
• Transition Planning AssociatescoreOthersPart of the Transition Advisor Group family of companies. An insurance brokerage that provides life insurance, long-term care insurance, and related insurance products. Works in conjunction with investment advisory services.
• Transition Wealth ManagementcoreOthersPart of the Transition Advisor Group family of companies. A fee-based registered investment advisor subsidiary. Provides fee-based financial planning and investment management services.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@TransitionAdvisorGroup
• LinkedInlinkedin.com/company/transition-planning-associates

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Transition Advisor Group