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!
It seems to be agreed on: Americans have retirement on their mind. For that matter, it’s their leading financial goal, according to a recent survey. At the same time, these statistics have emerged: 61% of Americans don’t know how much money they’ll need to retire successfully, and $84,821 is the average amount Americans have saved for retirement.
A recent study found that only 40 percent of American adults have a will. A will is frequently described as “the cornerstone” and “the foundation” of an estate plan. It’s always better to have a will than not have one – no matter what your age, where your career stands, or how much you have in assets.
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