OUR PRACTICE
At Transparent Financial Solutions, we specialize in empowering business owners and real estate investors like you to thrive financially while focusing on what matters most to you. Our mission is simple: to help you pay less taxes, direct your time, and energy towards what's most important in your life. Maximizing Tax Savings: We understand that every dollar saved in taxes is a dollar you can reinvest in your business or real estate ventures. Our team of strategic partners are dedicated to identifying strategic tax-saving opportunities, ensuring you keep more of your hard-earned money. Efficient Time Management: As a busy entrepreneur or real estate investor, your time is valuable. That's why we streamline the financial aspects of your business and investments, allowing you to focus on growth and innovation. Let us handle the financial details while you concentrate on driving your success forward. Legal Guidance: Legal considerations are integral to any plan. From entity formation and contract review to estate planning and asset protection, our strategic partners offer sound legal advice to safeguard your interests and ensure compliance with applicable laws and regulations. Comprehensive Protection: Life is unpredictable, but with the right protection strategies in place, you can safeguard your assets and loved ones from unforeseen events. We help you assess your insurance needs and implement tailored solutions to mitigate risks and provide peace of mind. Our target audience includes business owners and real estate investors seeking proactive financial guidance and support. Let us help you unlock your full potential and realize your dreams while enjoying the peace of mind that comes with expert financial guidance.
CRAIG PETERSON
Craig is originally from Chicago, but has called Pittsburgh home for several years now. Outside of running TFS, he enjoys quality time with his fiancé, Lindsey, and their two 4-legged kids, Lionel and Tink. He is an avid runner, fitness enthusiast, and active member of his local Rotary club. It’s Craig's life-long mission to spread TFS's vision and message to as many individuals and businesses as possible.
TRACY GOSSETT
Tracy’s role is Client Relations Manager. With a background in investigations, human services, and administration, she brings a unique blend of skills to the table. Tracy’s degrees are in Psychology and Sociology and her passion has always been about helping people.
Current aspects of Tracy’s job include communicating with clients, assisting them through processes, and streamlining their experience as much as possible. Working alongside Craig, it is her objective to ensure that each client’s experiences and goals are honored, every step of the way.
Outside the office, you will find her freelance writing, teaching classes in self-development, and finishing a novel in 2024! Tracy loves being part of the team at Transparent Financial Solutions and takes satisfaction in assisting clients in any way possible.
OUR PRACTICE
Over the past several years, our goals have included and will continue to focus on areas of general interest relating to retirement planning, business strategies, investing1, and estate conservation.
Our value-add policy is that we must always continue to help our clients by delivering the very best in financial services information. We offer you contentment and help you build a solid foundation as well, so that your money can receive the attention it deserves.
1Securities offered by Craig through NYLIFE Securiteis LLC, member FINRA/SIPC
2Neither New York life Insurance Company, not its agents or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.