At Transparent Financial Solutions, we specialize in empowering families and business owners to thrive financially while focusing on what matters most to you. Our mission is simple: help you pay less taxes, make confident financial decisions, and do more of what you love. Maximizing Tax Saving Opportunities: We understand that every dollar saved in taxes is a dollar you can reinvest in your business, yourself, or your family. Our team of strategic partners are dedicated to identifying strategic tax-saving opportunities. Efficient Time Management: As a busy entrepreneur and leaders, your time is valuable. That's why we streamline the financial aspects of your business and investments, allowing you to focus on growth and innovation. Legal Guidance: Legal considerations are integral to any plan. From entity formation and contract review to estate planning and asset protection, our strategic partners offer sound legal advice to safeguard your interests and ensure compliance with applicable laws and regulations. Comprehensive Protection: Life is unpredictable, but with the right protection strategies in place, you can safeguard your assets and loved ones from unforeseen events. We help you assess your insurance needs and implement tailored solutions to mitigate risks and provide peace of mind. We are on a mission to help as many business owners and families excel in all aspects of life financially, personally, and within their businesses/career, while redefining what success truly is.
Craig Peterson
Craig is committed to keeping finances simple for families and business owners, while being effective and radically transparent in their journey. He is adamant about financial education, and truly believes in having an impact on families and individuals that go far beyond their finances.
During his free time, he enjoys spending time with his fiancee, Lindsey, and two dogs (Lionel and Tink). He is also a fitness enthusiast, avid runner, and passionate about serving his community through Rotary.
John Angiulli
General Information |
| Insurance License#: | 954939 |
| Number of Years with Current Firm: | 2 |
| Work with the following types of clients: | Individual Investors, Non-Profit Organizations, Businesses |
| Advisory Services Provided: | Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Financial Planning for Individuals |
Services |
| Investment Types: | Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Bonds |
| Can meet clients in the following ways: | Video Conference, Our Office, Phone, Your Office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability |
Firm Information |
| Assets Managed by Advisor: | $100,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Minimum Fee Charged for Managed Accounts: | 1% |
| Minimum Fee Charged for Hourly Planning Accounts: | $250 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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