The people behind your plan.
Transcend Financial Services is a boutique, independent practice. A senior financial professional leads every relationship, so the guidance you receive is personal, patient and grounded in your goals.
Small team. Long-term relationships. Straightforward advice.
Our team coordinates Insurance Protection, Retirement Strategies, Business Strategies, College Funding, Long Term Care, Life Insurance, Legacy Strategies and Disability Insurance into a single plan built around your household.
Every recommendation is delivered in plain language with the reasoning behind it. A senior professional, not an assistant, will reply within one business day.
Licensed in all 50 states.
- 01 Independent WFGIA agency
- 02 Nationwide — all 50 states
- 03 Senior professional on every relationship
- 04 Plain-language recommendations
- 05 Response within one business day
Francisca Yeboah
Francisca leads Transcend Financial Services with a client-first philosophy shaped by years of guiding families, professionals and business owners through the decisions that define their financial future.
Her approach is straightforward: listen carefully, plan patiently and speak plainly. Every relationship is treated as a long-term commitment, with recommendations built around what each household actually needs, not what happens to be for sale.
Under her leadership, the firm has grown into a nationwide independent practice offering coordinated retirement, insurance and legacy strategies to clients in all 50 states.
More about the firm and how we serve clients.
Let's build your retirement strategy together.
A candid, one-hour conversation with a senior financial professional. No obligation, no product pitch.