Transamerica Financial Advisors, Inc. (TFA), is an organization dedicated to serving the financial needs of individuals, families and businesses.
My team and I are here to help you make those critical financial decisions and place you in the strongest position possible to help insure your money is working as hard as it can for you today. Whether it be retirement and investment options, life insurance, or exceptional tools to help track the plan we put in place, I am here for you.
This website holds a wealth of information, calculators, and video presentations designed to describe some of our strategies and identify questions about your current financial situation that you may wish to review with me.
We can start with a phone call, set a convenient time for us to meet in person here at my office, or even via a virtual online meeting if it is more convenient or you are located at a distance.
with me today, or call...
Gregory D. Sheets
702-900-7123
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.