Get to know us

History and Services

Transition Financial Services was founded in 2013 with a mission to provide high-quality advice and personalized service to each of our clients. We strive to make sure our clients fully understand their investment accounts and insurance plans in order to feel calm and confident in the direction of their overall financial lives.

INVESTMENTS

• Traditional IRAs

• Roth IRAs

• Individual, Joint and TOD Non-Qualified Accounts

• 529 College Savings Plans

• 401(k) and 403(b) Plans

• SIMPLE and SEP IRAs

INSURANCE

• Term Life

• Whole Life

• Universal Life

• Variable Universal Life

• Disability Income

• Long Term Care

• Fixed and Fixed Indexed Annuities

Doug Slinkman, Jr. CLU, ChFC

President / Registered Representative

Doug began his career in Financial Services in 2001 as an independent life insurance broker. In 2006 he passed the Series 7 and Series 63 examinations and became a Registered Representative. Since that time he has continued his education by obtaining the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) professional designations from The American College.

Doug lives in the Western suburbs of Chicago with his wife, Ashley, and their three children. Away from the office he enjoys watching his children participate in Ice Hockey and Volleyball, and leads the Cadets club at his Church.

Check out the background of this investment professional on FINRA's BrokerCheck: