Smart Decisions, Smart Goals

At Transamerica Financial Advisors (TFA), your financial goals become our financial goals. Services that are typically reserved for the wealthy now become available to everyone, with a diverse selection of financial strategies, innovative technology, and the experience and knowledge to help move you toward your goals. Our trusted representatives help you confidently choose from a variety of investments that are best designed to align with your goals, and partner with you to create a clear strategy to help grow and preserve your wealth — no matter life’s changes. *Investing involves risk including the potential loss of principal.
Open for Business
Download Our Open for Business Brochure
An overview of how the TFA platform can help aspiring Entrepreneurs build a competitive financial services practice.
Success! Your download will begin shortly.

Creating Confidence

Whether you’re saving for a car, for college, for a wedding, or for retirement, TFA can help you craft a strategy.

Services Offered by Natalie

Insurance Protection

The most important part of preparing for the future is protecting it. As a TFA representative, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.

Retirement Income Strategies

The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a TFA representative, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.

Business Strategies

Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
Booking an appointment

Schedule a Complimentary, No Obligation Appointment with Natalie

Contact information submitted successfully. I’ll be reaching out to you shortly!
Booking an appointment
Client presentation

Our Success is Built on Yours

TFA empowers entrepreneurs to advance their practice and make a difference in the lives of clients through providing wealth and investment strategies. With access to our robust platform, diverse product portfolio, ongoing education and training, it's possible to build a holistic financial services practice. Whether you're new to this business or a seasoned professional, TFA is centered around fueling your growth as you build a legacy for yourself and help others do the same.

Frequently Asked Questions

Recent Reviews for Natalie Plant

Displaying reviews 1 - 5 of the 20 most recent
  • 5 out of 5
    Rating 5.0
    Natalie is knowledgeable & patient. She took the time to explain how the products work so I can make an informed decision. As a senior it’s comforting to know I have a financial professional in my corner looking out for my best interest. I would highly recommend Natalie & her team.
    Response from Natalie Plant
    Thank you Ricardo! It is my honor to help you!
  • 5 out of 5
    Rating 5.0
    Natalie was very informative & made what we thought would be a very intimidating process simple & pleasant. We have already recommended her services to our loved ones.
    Response from Natalie Plant
    Thank you so much Brianna! It has been a pleasure getting to know you and Alton and I am happy to help you and your loved ones!
  • 5 out of 5
    Rating 5.0
    Natalie was very professional, had great customer service, and was able to help me make my money work for me!
    Response from Natalie Plant
    Thank you Steven!
  • 5 out of 5
    Rating 5.0
    Very professional and very helpful, she was wonderful
    Response from Natalie Plant
    Thank you so much Dolores!
  • 5 out of 5
    Rating 5.0
    Natalie is amazing and helped my daughter understand what she was doing for her. She is the best!
    Response from Natalie Plant
    Thank you Maria! It is my pleasure!
  • 5 out of 5
    Rating 5.0
    Natalie is amazing!! She is extremely knowledgeable and genuine and is willing to share everything she knows. Thank you so much for helping me get on the proper financial path.
    Response from Natalie Plant
    Thank you so much Itsia! You're welcome!
  • 5 out of 5
    Rating 5.0
    Great customer service. Very detailed in her explanation of the product. Responded in a timely manner
    Response from Natalie Plant
    Thank you for your review Gemma!
  • 5 out of 5
    Rating 5.0
    She helped me understand my portfolio in a simple way. I really enjoy learning about money now.
    Response from Natalie Plant
    Glad to hear it. Thank you!
  • 5 out of 5
    Rating 5.0
    She is professional and exactly knows how to listen on what her clients want to achieve upon retirement. Great customer service!
    Response from Natalie Plant
    Thank you so much!!
  • 5 out of 5
    Rating 5.0
    Natalie Plant is the best of the best! Natalie helped my parents with their retirement plan, allowing both my parents to retire earlier than expected. Her passion to help others and have a better understanding of their own financial situation is inspiring, and even sold me to wanting to do this for others. I wish my parents and I had met Natalie earlier, but I am now excited to continue to learn from the best! Thank you, Natalie for all that you do.
    Response from Natalie Plant
    Love helping your family and so happy to have you working with us! Thank you for the kind words!
  • 5 out of 5
    Rating 5.0
    We love working with Natalie!
    Response from Natalie Plant
    Thank you so much Genny!
  • 5 out of 5
    Rating 5.0
    Natalie Plant is professional as well as personal. She is passionate about financial goals and helps others by finding the right options for their financial needs.
    Response from Natalie Plant
    Appreciate it Aya. I'm so happy to help your family in that way!
  • 5 out of 5
    Rating 5.0
    Wow! Where do I start? Natalie Plant is not only an expert in the field of financial services, but she makes it a point to make all of her clients feel comfortable no matter where they are at in their finances. This is the warmth and comfort she afforded me and my family of 5! She helped my husband and I create multiple streams of income for when we retire, she designed amazing life insurance policies for us and our 3 children and she also answered all of our questions (and there were a LOT) in a timely manner. We just really appreciate Natalie, her expertise and her professionalism! And that is why we've been her clients for 5 years and counting!
    Response from Natalie Plant
    Thank you Noelle!!
  • 5 out of 5
    Rating 5.0
    Natalie was a tremendous help in finding the right plan for my husband and finding options that fit our needs. She kept great communication through the whole process. I was also thankful she reviewed existing accounts and went over how they were exceeding the anticipated outcomes. Very helpful and a pleasure to work with.
    Response from Natalie Plant
    Thank you so much Angel. It is my pleasure as well!
  • 5 out of 5
    Rating 5.0
    Impressed with her knowledge & professionalism!
    Response from Natalie Plant
    Thank you!!
  • 5 out of 5
    Rating 5.0
    Every single time that I need help you are there!! Professional, great listener, great customer service, and ALWAYS comes through to help me make my life and my families life better for our future!!!
    Response from Natalie Plant
    Thank you so much Roz. Happy to help!
  • 5 out of 5
    Rating 5.0
    She is amazing and really caters to your needs. She is always there to answer any questions you need.
    Response from Natalie Plant
    Thank you Bristal!
  • 5 out of 5
    Rating 5.0
    Natalie has been amazing in helping us in matters of finances
    Response from Natalie Plant
    Thank you so much Pastor John!
  • 5 out of 5
    Rating 5.0
    What a pleasure to do business with Natalie! She made me feel like I was her ONLY and MOST IMPORTANT client. She took the time to make sure all my questions were answered.
    Response from Natalie Plant
    Thank you Maria! I'm happy to help!
  • 5 out of 5
    Rating 5.0
    Natalie Plant has provided excellent custom-tailored service to fit our financial situation. She listened to our concerns, goals and provided options that would best fit our short & long term plans. I highly recommend Natalie and her team.
    Response from Natalie Plant
    Thank you Rudy! Such a great complement coming from you!
|

About Natalie's Office

Canyon Lake, CA
Day of the WeekHours
Monday11:00 AM - 9:00 PM
Tuesday8:00 AM - 9:00 PM
Wednesday8:00 AM - 7:00 PM
Thursday8:00 AM - 9:00 PM
Friday8:00 AM - 9:00 PM
Saturday11:00 AM - 8:00 PM
Sunday1:00 PM - 7:00 PM