Broker Check

Products & Services

Financial Planning in Sewickley, PA

We provide assistance in the following areas:

BenchMark Process: Goals not Guesswork

  • We start by talking with you about your family and goals
  • What does risk mean to you and how do your emotions effect your decisions
  • We help you craft a Retirement Plan to guide us with a plan unique to your needs
  • We set BenchMarks that help us measure success and make good decisions
  • Monitor the plan over time and correct course as needed

Investment Strategy: Wealth of Wisdom

  • You seek a solid method of wealth management
  • You want a financial plan designed to confidently preserve and grow your future prosperity
  • We provide annual plan review meetings in the Sewickley, PA area
  • Our investment plan starts with a plan to help you meet your goals, but adjusts as the markets change
  • We focus on risk management through our Tactical Tilt investment process

Road to Retirement Plan:  Get off at the right Exit for your goals

  • Utilize the BenchMark process to help with your Retirement Plan
  • When should you collect social security, should you pay off your mortgage
  • Which accounts should fund retirement first
  • Annual monitoring of income needs
  • Adjust your plan as your needs change