Combining an innovative educational approach to financial planning with the latest technology and resources, we ensure clients are confident in their current and future plans. Our proactive coaching methods encourage clients to create holistic and balanced plans to help turn their vision of financial success into a reality.
Doug Propeck is a highly accomplished leader, mentor, and coach. Throughout his career, Doug has remained deeply committed to educating his clients about the decisions behind every investment. He also strives to continue building authentic relationships with clients and provide personalized service.
With over 20 years in diverse management at a global financial firm, he excels in retirement planning, estate strategies, business succession, and asset management. Beyond his professional endeavors, Doug enjoys family time and refining his golf skills.
Our advisors are uniquely located across the U.S. for guaranteed financial accessibility. This large footprint also gives us a distinct opportunity to understand and serve clients’ individual needs well, no matter where they live.
Prioritizing client education and using a proactive, persistent approach is how we help turn visions and goals into reality. Our professionals effectively serve clients at every stage in life by providing the resources and support they need toward building their ideal financial future.
We care deeply about coaching you towards making well-informed decisions. Our unique approach allows us to maintain close personal connection with industry-leading support no matter where you live.
We're committed to our educational approach through innovative technology and resources. We educate clients to be efficient, aware, and confident in their plans.
Our clients and advisors are uniquely located across the U.S. Our footprint allows us the opportunity to serve diverse clients' needs well no matter their location.
We've worked to create a network of relationships with our broker/dealer to ensure our clients get the most efficient and effective solutions throughout their long term planning process.
We take a proactive and persistent approach encouraging clients to efficient, holistic, and balanced plans so they can make their vision of success into reality.
We've worked hard to create and maintain a network of personalized relationships with our broker/dealer to ensure our clients get the most effective solutions. As a full-service OSJ & Advisor Firm, we offer a knowledgeable team of professionals that clients can lean on throughout the long-term planning process.
Are your financial goals within reach? Let us help navigate you towards success. Our experienced team of financial advisors is here to provide personalized strategies tailored to your unique aspirations. Whether you're planning for retirement, working toward optimizing investments, or securing your family's legacy, we're dedicated to helping you obtain confidence in reaching your financial goals.
At Transcendent, we use advanced planning tools like AdviceWorks, MoneyGuidePro, and eMoney Plan to help you visualize your financial goals and develop a comprehensive plan around them. With these cutting-edge resources, you can have confidence that you are working with a team that is committed to leveraging leading technology to provide exceptional financial planning services.
*All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Learn more about how our proactive approach can help you set you up for long-term financial success.
We utilize MoneyGuidePro to deliver comprehensive and personalized financial guidance tailored to your needs and goals.
We're experienced independent advisors whose uniquely connected approach offers everything needed for efficient long-term planning.