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Closely-Held Business Planning

For Individual Investors

Closely-Held Business Planning

Business transition planning with a personal touch

If you own an independently operated or closely-held business, your business may very likely be the largest asset in your wealth portfolio. With decades of experience working with business owners, we can work with you, one-on-one, to implement the financial management strategies you need to protect your company’s standing and maximize its worth.

We can guide you through the business succession strategies that will protect the next generation of your business through "keyman" protection, buy-sell agreements and disability buyouts—assuring you the smoothest possible management transition.

Small Business Retirement Plans

To attract and retain the best employees and comply with increasingly complex regulations, we can help you select and implement:

  • Pensions
  • Profit-sharing
  • 401(k) plans
  • Deferred compensation
  • Supplemental retirement plans and more



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.


You Can Rely On.

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Hefren.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.