Products & Services

We provide assistance in the following areas:

• 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

• 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

• 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