ATTENTION:  Due to the state-wide mandate, our office is closed until further notice. However, we will be CLOSELY monitoring our voicemails and emails. If you need to reach us immediately, please call Rich's cell phone at (724) 622-3076.

We know that concern also exists over the impact the outbreak is having on economies and global markets. We want to continue to stress that any current Safety First Retirement client HAS NOT lost ANY FUNDS in their accounts with us, despite the recent market volatility.


We hope that everyone stays safe and healthy during this difficult time.  

Attend one of our informational seminars to learn more about retirement income strategies, legacy planning and more.


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Our Three-Step Process:

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Using the Safety First Retirement plan, we’ll examine your current financial situation and determine your retirement needs.

Receive a custom strategy to help you reach your unique retirement goals.


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Roadmap to Retirement

This helpful guide addresses topics you should consider when planning your retirement, like:

  • Performance and Guarantees
  • Annuity Models
  • Insurance Coverage

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Our Team

Discover how we help individuals and families achieve their ideal retirements.