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MASTERPLAN

Take Control of Your Financial Future

Our MASTERPLAN® approach puts you on the path to your financial goals. Meticulous wealth management since 1948.

The MASTERPLAN Process
Meet
...face-to-face to learn about you and gather documents.
Determine
...your goals, priorities, and risk tolerance.
Develop
...your own personal financial plan in writing.
Implement
...the plan, then adjust as situations change.
1. Meet
Getting to know you is one of the most important steps in the MASTERPLAN financial planning process. Your beliefs about life, your ideas about money and your personal values will shape the plan we ultimately create for you.
2. Determine
By looking at your unique situation and asking the right questions, we’ll begin to envision the financial plan that best suits your short- and long-term needs.
3. Develop
Your plan will be as unique as your fingerprint. You’ll receive it in writing and rest assured, as a privately-held firm, we’ve chosen from among the best world-class money managers and securities without the conflicts of interest or restrictions involved with the proprietary products you’ll find at other financial planning firms.
4. Implement
Now we put it into action, taking care to be completely objective in managing your investments. Because the MASTERPLAN financial planning process is a personal investment in who you are as an investor and as a person, it’s likely to evolve with you, and as new considerations arise. That’s the power of the MASTERPLAN approach.

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.

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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.