The MASTERPLAN approach to personal financial planning process was created in 1948 by founder Willard "Bill" Tillotson.
The key to its time-honored success is the four-step approach that helps investors reach their most ambitious goals through meticulous financial planning.
No matter what you’re envisioning for your future, MASTERPLAN is the path that gets you there.
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.
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.
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.
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.
With six convenient locations in the Pittsburgh region, we are always ready to help you.
Contact us for a no-obligation consultation.
308 Seventh Avenue
Pittsburgh, PA 15222
Local: (412) 434-0990
Toll Free: (888) 405-0990