(724) 852-1500


| Retirement Planning |
While working, maximize your contributions through your employer’s plan and other ways available to you using IRA’s or Roth IRA’s. We can also review your investment mix in your 401k to help you earn the most.

| Bridging: Between Jobs or Careers |
Let us help you build a bridge of financial viability that will enable you to reach the next chapter of your life: a new job, a new career, or the new adventure of retirement. We can accumulate and invest your 401k’s as you move from place to place.

| Pre-Retirement |
Build your portfolio in a tax efficient manner once you are age 50. Begin to think about retirement expenses and budgets.

| Retirement |
Allow us to develop your cash flow needs in retirement. Payments to you can be done by many checks or direct deposits, at any time you need, whether it is periodic, quarterly, monthly or whenever.

| Over 70-1/2 |
Your Required Minimum Distribution (RMD) will be computed and you will be alerted as to when to start taking that amount. Also you may be able to use the Qualified Charitable Distribution (QCD) that gives retirees a possible tax savings.

| Estate Planning |
How do you want your legacy to be remembered? Let us help you structure your financial plan that can continue into the future.