Financial Planning: Strategic Plans for Solving Specific Problems or Reaching Specific Goals
Our financial planning services are oriented toward developing written strategic plans for solving specific problems and/or reaching specific goals depending on family needs. There is a one-time fee charged for this initial plan development. This fee will be decided at the conclusion of the introductory meeting and it will be based upon the expected time and complexity of the services required. Available individually or as part of a comprehensive plan that often includes:
- Retirement Income and Capital Needs Analysis
- Investment Analysis and Strategies
- Estate Planning and Tax Minimization
- Charitable Giving Strategies
Not everyone needs to have a written plan. Everyone, however, can benefit from the planning process.
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.
If you have any issues or areas of concern regarding your financial planning, retirement or estate planning objectives, please feel free to give us a call.
Our office is located near Pittsburgh, Pennsylvania on Washington Road (Rt. 19) in South Strabane Township. We would look forward to meeting you!
W.E. Griffith & Associates, LLC
1150 Washington Road, Suite 200
Washington, PA 15301
Phone 724-228-3440 Fax 724-228-3442
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