Knowing Your Number
Creates Confidence

Only 13 percent of workers have a written retirement plan. 44 percent say they have a plan, but that it’s not written down.

See what it means to know your number. Watch the video below, then contact me.


Whether you’re saving for a car, for college, for a wedding, or for retirement, knowing your number and creating a strategy is your next step.

Transamerica ALPHA ebook

Get our new brochure to see what Transamerica ALPHA can do for you.

Transamerica ALPHA. Know your number. Create your plan.

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"The good life is one inspired by love and guided by knowledge."

Bertrand Russell

What is Transamerica ALPHA?

It's a digital, managed, fee-based investment account.

It Puts Technology At Your Fingertips.

Get a better understanding of your financial picture as your investments are managed in a customized, globally diversified portfolio.

Track Your Savings For Your Specific Goals.

Online tools give you customized investing tailored to your goals and can help you determine if you’re on track to meet them.

Link All Your Accounts Together.

The platform helps you keep all the information you need in one place to help create a simple financial strategy for your future.

Let's Get Started Today

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© 2020. All rights reserved. The attached information is general in nature and should not be construed as tax or legal advice. Neither Transamerica Financial Advisors, Inc. nor its representatives may provide tax or legal advice.  Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professionals regarding their particular situation and the concepts presented herein. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) - Member FINRA, SIPC, and Registered Investment Advisor, offers securities and Investment Advisory Services. Insurance products offered through World Financial Group Insurance Agency, Inc. (WFGIA), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Insurance Agency, Inc. and/or WFG Insurance Agency of Puerto Rico, Inc. - collectively WFG - offer insurance products.

WFGIA Headquarters: 11315 Johns Creek Parkway, Johns Creek, GA 30097-1517. Phone: 770.453.9300

TFA Headquarters: 570 Carillon Parkway, St. Petersburg, FL 33716. Phone: 770.248.3271
256803    |    0520

To become a registered representative of Transamerica Financial Advisors, Inc. you must first become an associate with World Financial Group, Inc.

Check the background of this investment professional on FINRA's BrokerCheck. Member FINRA, SIPC and Registered Investment Advisor.

Merrie Moy - Transamerica Financial Advisors, Inc.

*The Aegon Retirement Readiness Survey 2018,

Variable annuities may not be suitable for everyone. A variable annuity may not be appropriate for people who do not have a long investment time horizon and is not appropriate for people who intend to engage in market timing or other frequent (disruptive) trading. You will get no additional tax advantage from this variable annuity if you are investing in a variable annuity through a tax-advantaged retirement plan (such as a 401(k) plan or Individual Retirement Account (“IRA”)).

Riders and benefits have specific limitations, may incur additional costs, and may not be available in all jurisdictions. For complete details, including charges, terms and conditions of each rider and exact coverage provided, please consult your agent.

For more information on a variable annuity please go to for prospectuses. You should consider the objectives, risks, charges, and expenses of an investment carefully before investing. Read them carefully before you invest.

All guarantees, including optional benefits, are based on the claims-paying ability of the issuing insurance company. Annuity fees and charges include mortality and expense risk fee and administrative charge, surrender charges, annual fee, and investment option management fee. Additional fees may apply to optional benefits selected, including living benefit riders.

Are you ready to discover what ALPHA can do for you?

Get your complimentary ALPHA brochure to start strategizing a smarter retirement.

Are you ready to discover what ALPHA can do for you?