Investment Advisor in Greensburg, PA
Meeting with an investment advisor in Greensburg, PA is a good idea. First and foremost, you can go through everything to discover your ideal retirement. Afterward, you can evaluate their projections, determining what is incomplete. Then, you formulate a proper action plan and use it to reach your goals.
An investment advisor has a legally binding fiduciary responsibility. That means they are bound by the law to serve your best interests.
Complete Financial Strategy
Each client receives a complete financial strategy, which includes the following:
- Vision
- Assessment
- Strategy
- Action
- Ongoing Support
Grow Investments
Prepare for retirement and put your hard-earned money to work. The advisor will cover asset protection, fixed and indexed annuities, and income planning.
If you already have a retirement account, they are knowledgeable with 401Ks and offer the following:
- IRA & 401K Investing
- IRA & 401K Rollovers
- IRA Legacy Planning
- Non-IRA Legacy Planning
Preserve Your Assests
Protecting the assets you have earned is a top priority in retirement. By keeping them safe, you will get to live the life you have worked so hard to earn. Your advisor will cover safe money options, tax reduction strategies, and life insurance.
Give Back to the Community
Providing for the people you care about is the most human thing. Their organization will review charitable giving options, estate planning, and life insurance. They are equipped to field questions about living benefits insurance and survivor planning.
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