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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

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."

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