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 goalsWhat does risk mean to you and how do your emotions effect your decisionsWe help you craft a Retirement Plan to guide us with a plan unique to your needsWe set BenchMarks that help us measure success and make good decisionsMonitor the plan over time and correct course as needed Investment Strategy: Wealth of Wisdom You seek a solid method of wealth managementYou want a financial plan designed to confidently preserve and grow your future prosperityWe provide annual plan review meetings in the Sewickley, PA areaOur investment plan starts with a plan to help you meet your goals, but adjusts as the markets changeWe 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 PlanWhen should you collect social security, should you pay off your mortgageWhich accounts should fund retirement firstAnnual monitoring of income needsAdjust your plan as your needs change Free Retirement Guide It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure." First Name Last Name Email Address Thank you! Oops!