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Insurance

For Individual Investors

Insurance

Insurance is a critical component for financial security

Adequate insurance planning is an important - yet often overlooked - component of a financial plan. Through our MASTERPLAN® approach, your personal team of Hefren-Tillotson financial advisors will collaborate with our in-house insurance advisors to integrate insurance planning into the overall development of your wealth management plan.

After a detailed analysis of your financial situation, we’ll determine whether your current coverage is adequate for your lifestyle, needs and future plans, and make recommendations to seamlessly include your policies. Only then can you provide the best financial support for surviving family members.

We also offer disability insurance that surpasses traditional employer-offered plans.

For more information, click here for insurance articles and tips featured on our blog, In the Details.

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.

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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.