What can we help you find?

Customized planning for your financial needs and goals.

No two clients are the same. Together, we’ll build a custom tailored MASTERPLAN® to fit your financial needs and goals.

More About MASTERPLAN

Take the first step. Meet your personal financial advisor.

Learning about your needs and goals is our first step toward your financial future. Help one of our advisors get to know you!

Meet Your Advisor

Budget Your Wedding Like A Boss

Read The Article
Individual Investors
Personalized financial plan for YOU
Learn More
Corporate Retirement Plans
401(k) retirement planning for businesses
Learn More
Institutions & Non-Profits
Guiding foundations, endowments & more
Learn More
Financial Seminars
Attend one of our no-obligation seminars.
View Seminars

Your Money and You

30 Years on The Airwaves
Hosted By
James G. Meredith, CPA/PFS
Every Sunday from 9AM - 11AM on NewsRadio 1020 KDKA
Our weekly radio show matches our financial advisors with your questions on finance and investment.

Ask the Advisor

Financial Q&A Podcast
This Week's Topic:
Long Term Healthcare Planning
Hear The Answer

MASTERPLAN 101

Get Educated on Your Investments
MASTERPLAN 101 | Lesson 5
Women & Money: By the Numbers

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.”

MASTERPLAN 101 | Lesson 4
401(k): The Leading Force in Retirement Plans
In less than 40 years, 401(k) plans have grown to be the primary vehicle for American workers at any point on the road to retirement. In fact, at the start of 2018, 401(k) plans had $5.3 trillion in assets, 55 million active participants.

Experience.

You Can Trust.

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.

Insight.

You Can Rely On.

Stay informed and sign up for our newsletter. We will send you finance and investment related insights.

Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.