Financial Transitions Advisors

Financial Transitions Advisors is a finance institution located at 1101 Penn Avenue, Scranton, Pennsylvania, United States. We prioritize meeting with clients in person to ensure the appropriate financial plan is in place. For those who prefer online meetings, we utilize technology such as video conference and screen sharing.

Our services include Investment Risk Assessment, Portfolio Analysis, Access to Full-Service Brokerage, Policy Review, Annuities, Beneficiary Analysis, Critical Illness Solutions, Long-Term Care Insurance, Life Insurance, Disability Insurance, Cash Flow Analysis, Asset Accumulation, Retirement Income Planning, Tax Planning Strategies, Business Succession Planning, and Employee Benefits.

We believe that money is a tool to pursue meaning and purpose in life, and our advisors take into account the unique circumstances, values, and priorities of each client. We consider not only investment performance, but also tax exposures, actuarial risks, and estate planning concerns.

Our founder, Kurt W. Kushner, is a Certified Financial Planner with over 20 years of experience in the financial services industry. His background in education and missionary work has instilled in him a philosophy of service to others, which he applies to helping clients navigate the challenges of retirement.

We offer resources and videos to assist with financial transitions, and our services are provided through LPL Financial, a registered investment advisor. Contact us today to start planning for your financial future.