Visit us
Serving the neighbors in
- New Kensington
- Arnold
- Vandergrift
- Plum
- Murrysville
Every service, at every office
Sit down with us in Lower Burrell.
Free, 45 minutes, no obligation — bring every statement you have.
Every corner of retirement, covered
Retirement Planning
A safety-first plan that guarantees the income you can't outlive.
Estate Planning
Wills, trusts, and a legacy your family will not have to fight for.
Medicare
Independent Medicare guidance — Parts A, B, C, D, and Supplements.
Tax Planning
Strategies that don't just file taxes — they reduce them for life.
Annuities
Fixed and fixed-indexed annuities — the paycheck you cannot outlive.
Life Insurance
Term, permanent, and final-expense coverage built around your plan.
Six services, one coordinated safety-first plan — zero management fees.
All servicesSeven offices, a short drive from home
Lower BurrellMain
Alle-Kiski Valley
Fox Chapel
North Pittsburgh
Butler
Butler County
Kittanning
Armstrong County
Greentree
South Pittsburgh
Zelienople
North-West Butler County
Canonsburg
Washington County
Main office: 3058 Leechburg Rd. Suite #1, Lower Burrell, PA 15068 · Mon – Fri 9:00am – 5:00pm · (412) 772-8575
All locationsPlain-English retirement reading
Medicare
Essential Steps for Preparing for Medicare
Tax PlanningUnderstanding Tax Implications During Retirement
Estate PlanningEstate Planning: Key Steps & Strategies
Retirement PlanningEssential Steps for Effective Retirement Planning
Annuities7 Common Myths About Annuities Debunked
Guides written for Western Pennsylvania families, not for Wall Street.
All resources