No two clients are the same. Together, we’ll build a custom tailored MASTERPLAN® to fit your financial needs and goals.
Learning about your needs and goals is our first step toward your financial future. Help one of our advisors get to know you!
Getting into college. Getting through college. And always looming large: How to pay for college?? Understandable.College tuitions increase at a greater rate than general inflation.
On average, women live longer than men, but save less for those years. This is an imbalance that women need to be aware of and must work to correct. In a recent survey, men’s median goal for retirement savings was $400,000. Women’s median goal? Half that, at $200,000! But women’s life expediencies exceed men’s by 6 to 8 years, and that much less money can take the shine off those “golden years.”
Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.
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308 Seventh Avenue
Pittsburgh, PA 15222
Local: (412) 434-0990
Toll Free: (888) 405-0990