You Make the Decisions
Before anything else, we help our clients understand basic financial concepts so they can make informed decisions about which financial products fit their needs and their budgets.
Learn more about Money Concepts
Tranont Life Confidential Needs Analysis
The Tranont Life Confidential Needs Analysis (CNA) is a process used to identify financial needs and goals to help families make more informed decisions about their finances. CNA's are no-cost, no-obligation, meetings between individuals and our licensed Associates. During a CNA, our Associates meet with individuals, listen to their goals, evaluate their situation and explain fundamental financial principles in understandable language.*
Our Associates are trained to never "sell" any product or service during an initial meeting. This approach enables families to assess their own situation without any unnecessary sales pressure.
The Tranont Life Advantage
Although we focus on helping middle-income families, we are contracted with many of the largest insurance and financial companies in the market today. Our extensive industry contacts and our experience enable us to provide excellent products while maintaining our hands-on approach to clients.
The Tranont Life Confidential Needs Analysis (CNA) is provided as a complimentary, no-obligation service by independent agents of Tranont Life. The CNA is not a complete financial plan and should only be used as a general guide in deciding how to attain financial goals. Unless appropriately licensed, independent agents are not financial planners, investment advisors or financial consultants. Independent agents are compensated through commissions or referral fees on the sale of financial products offered by the financial product companies they represent.