The Keys to Financial Planning
Welcome!
We provide financial planning and wealth management services to
individuals, families, professionals, business owners and retirees.
Successful individuals and businesses understand
the
importance of financial planning.
Our goal is to help you manage your finances successfully,
make smart financial decisions, reduce the time you spend laboring over
your financial affairs and ensure the continued growth and preservation
of your wealth.
We put your interests first.
What this means is that, when you call on us, we will act with integrity and honesty. And we will only make a recommendation that we would have for ourselves.
The Services We Provide
After we’ve developed a clear
understanding of your concerns, we offer personalized
financial planning services designed to meet your specialized
needs and
objectives.
For example, the first area you might want us to look at is your retirement or investment plan. We will take time to listen and understand what is really important to you and determine whether your projected resources will be sufficient to fund your retirement.
Financial independence means different things to different
people. We will help you define financial independence in your own
unique terms. Then, we will be ready to fully focus on the strategies
and vehicles that will allow you to live out your dreams.
We specialize in designing income strategies that seek to provide a predictable and sustainable retirement income.
Other Aspects of Your Financial Picture
Working together, we will help you coordinate your retirement plan and your investments with other aspects of your financial picture, such as your estate plan, insurance and tax issues.
Our Philosophy is to provide you with the highest level of service and technical expertise in the management and preservation of wealth.
Want to know more about our personal wealth management services? Please explore our Web site.
Or, better yet, call 724-228-3440 and make an appointment. Our office is located near Pittsburgh, Pennsylvania on Washington Road (Rt. 19) in South Strabane Township. We would look forward to meeting you!
For Your Protection...
The CFP marks are owned by the Certified Financial Planner Board of Standards, Inc. and are awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP practitioners must also agree to abide by a Code of Ethics and agree to provide their clients with objective advice and services. CFP practitioners must also follow certain practice standards – which describe the process used during a financial planning engagement.
Communities We Serve
Here is a partial list of some of the Pittsburgh Area communities that we serve:
Baldwin, Bentleyville, Bethel Park, Bridgeville, Canonsburg, Carnegie, Cecil, Claysville, Eighty Four, Finleyville, Green Hills, Heidelberg, Hendersonville, Houston, Jefferson Hills, Lawrence, Library, Marianna, McDonald, McMurray, Meadow Lands, Mt. Lebanon, North Strabane, Oakdale, Peters, Pittsburgh, Pleasant Hills, Scott Township, South Park, South Strabane, Thompsonville, Upper St. Clair, Venetia, Venice, Washington, West Alexander, Whitehall.
We invite you to explore our website to learn more about the keys to financial planning and about what differentiates us from other advisory firms and how you and your family can benefit from our specialized knowledge and expertise.
Please feel free to call us if you have questions or if you would like to schedule a financial consultation.
1150 Washington Road, Suite 200 Washington, PA 15301
Phone 724-228-3440 Fax 724-228-3442
