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Keys to Financial Planning

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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 interest’s 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.

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.

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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.

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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

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Your Goals and Dreams, We'll Help You Reach Them
The personal relationship that we develop with each of our clients starts with an exploration of their goals and dreams.

Financial Planning - Reaching Specific Goals
Achieving your financial planning goals, securing a comfortable retirement, paying for your children’s college education, protecting your family, leaving a legacy.

Retirement Planning, Securing a Comfortable Retirement
Retirement planning can help you take control of your finances. By coordinating and managing today’s financial decisions, you can achieve your goals for tomorrow.

Investment Management, Asset Allocation, Risk and Mutual Fund Holdings
Our investment management services begin with the establishment of an Investment Plan developed from the portfolio optimization process.

Wealth Management – The Asset Allocation Decision
Our wealth management services provide a comprehensive level of financial planning and investment management in two phases.

Estate Planning and Tax Minimization
An important part of our service is to help you coordinate your estate planning with other aspects of your financial picture, such as investments, retirement planning, insurance and tax issues.

Wealth - Using a Trust, LLC to Leverage Your Wealth
How to structure your business and personal assets to safely grow, protect, and leverage your wealth.

Concierge Services Pittsburgh
W.E. Griffith & Associates offers concierge services in Pittsburgh and Washington County Pennsylvania. We offer lifestyle management and personal assistant services to help make your life easier.

Client Update
Please return to visit us often and follow our client update.

Wealth Management System - W.E. Griffith & Associates, LLC
We are currently using a new state of the art wealth management system. This new technology was developed to provide you with an interactive daily wealth management tool.

Financial Planning Web Resources - W.E. Griffith & Associates, LLC
Directory of quality financial planning web resources for our visitors.

Financial Planning Publications
Financial planning publications show you how much you need to finance your retirement, build more wealth and create immediate income.

Articles in the Press - W.E. Griffith & Associates, LLC
Here you'll find articles in the press about Pittsburgh financial planning and wealth management firm, W.E. Griffith & Associates, LLC.

About Us - W.E. Griffith & Associates, LLC
About us. Bill Griffith, Jr., CFP has been providing specialized strategies and services for ensuring long-term financial security and independence.

Frequently Asked Questions
Frequently asked questions about our investment management process, investment strategy, asset allocation and the difference between an Investment Advisor and financial advisor.

Disclosure - W.E. Griffith & Associates, LLC
Disclosure regarding advisory business in any state beyond the state in which W.E. Griffith & Associates, LLC maintains registration.

Privacy Policy - W.E. Griffith & Associates, LLC
Privacy policy. As an independent financial planning firm, we are committed to safeguarding the confidential information of our clients.

Contact Us
Contact us at W.E. Griffith & Associates, LLC. 1150 Washington Road, Suite 200 Washington, PA 15301 Phone: 724-228-3440 Fax: 724-228-3442

Copyright W.E. Griffith & Associates, LLC
All content on this Internet website is the exclusive property of W.E. Griffith & Associates, LLC and is protected by United States and international copyright laws.

Keys to Financial Planning Blog
The Keys to Financial Planning Blog keeps you up-to-date with all additions and changes to our Web site. Subscribe here.

Certified Financial Planner – One of the Best Jobs in America
This is a great time to be pursuing a career as a Certified Financial Planner. With the economy today, reducing debt is essential. People need information about the best ways to eliminate debt.


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