Our Philosophy

Financial Transitions Ltd is a financial services firm specializing in helping women manage the big picture of their financial futures to help achieve financial freedom. Located in Glen Ellyn, Illinois, we serve the DuPage, Will and Kane County areas, including Wheaton, Naperville, Lisle, Lombard, Downers Grove, and Oak Brook.


Our Mission

Our mission is to provide education with innovative and practical financial advice to help women manage their wealth and discover their worth.

Our Vision

 Our vision is to have all our clients achieve financial freedom:

  • Free from sabotaging thoughts and behaviors
  • Free of debt
  • Free of money worries
  • Free to pursue their dreams 

 

Our Independence

We consider our independence to be one of the greatest benefits we offer our clients.  Professionals entering the financial services industry have several paths they can choose: stock brokerage firms, insurance companies, banks or independent broker/dealers.  We chose to work within the independent broker/dealer community, which means:
 
We are entrepreneurs working for our clients rather than a company with competing motives 

  • American Portfolios Financial Services, in independent brokerage firm, that works for us rather than us working for them
  • Our independent broker/dealer does not have an investment banking arm that expects us to sell "recommended" investments.  We have no incentives to offer proprietary products 
  • We work in every way to eliminate any conflicts of interest, striving to put our clients and their investment goals first 
     

When we make recommendations regarding our client's financial future, we act has a fiduciary having only their needs and objectives in mind.  We help our clients achieve their goals by making choices that are in their best interest.

By conducting independent due diligence with the unlimited selection of products available, we work to add value for you.  In short, our independence allows us to provide you with the best possible advice customized for your unique situation.

If you'd like to learn more about our financial planning services, please call 630-858-8290 to schedule a complimentary "get acquainted" meeting.

 
Sincerely yours,

Lynn Torre, CFP®
President