The Road to Retirement is long.
Make sure you get off at the Right Exit.
Welcome, we are a Pittsburgh based team of financial professionals with families just like yours We specialize in guiding our client through the road to retirement. Our approach is distinguished by the use of BenchMarks unique to your goals that guide us so that we can be sure your retirement occurs at just the right time for you.
We understand that a financial plan should be about helping you and your family reach the family's goals, not just some number. We understand that you have goals and that finances are only part of the equation to reaching those goals. We use a Fiduciary process to help you work towards your goals.
Our Fiduciary process follows our AIF® designation process. We have the knowledge of fiduciary responsibility and adhere to the fiduciary principles of the client's interest must come first. Our Straightforward fee schedule is focused on working with you to reach your goals.
Our Services Include:
- Fiduciary Advice and planning
- Retirement Planning
- Financial Planning
- 401k Investment Advice
- Investment Consulting
- Education Planning
We serve Wexford, Sewickley, Cranberry Twp., Mars, Hampton, Franklin Park and other Pittsburgh Suburbs.
We look forward to working with you through all stages of your life, please call (855) 282-2023.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
One way to find money is to examine your current spending habits and eliminate money wasters.
Currency has been around for a long time. Here’s a quick history lesson.
Beware of these traps that could upend your retirement.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Calculating your potential Social Security benefit is a three-step process.
Apps that help small business owners better manage and grow their business.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
How do the markets usually react to elections? Was the 2016 election any different?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Investors seeking world investments can choose between global and international funds. What's the difference?
There are hundreds of ETFs available. Should you invest in them?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Around the country, attitudes about retirement are shifting.