We can help you protect your home and life savings from the high cost of long-term healthcare, final expenses, probate, and taxes.

Every family must consider ways to protect their retirement from unanticipated long-term healthcare.  Fortunately, there are ways to plan a successful retirement and still protect your retirement assets from rising healthcare expenses.

Final expenses include costs such as medical and funeral expenses.  One simple plan provides the peace of mind in knowing that money is going to be there, at the right time, to pay for funeral, cremation, burial, and other expenses.

We can assist you in understanding the issues inherent in planning the transfer of your assets to ensure that your estate will pass to the beneficiaries you choose, and in the manner that you want.

COMMUNITIES WE SERVE

Here is a partial list of some of the Washington County and surrounding area communities that we serve:

Baldwin, Bentleyville, Bethel Park, Brentwood, Bridgeville, Brookline, Canonsburg, Carnegie, Castle Shannon, Cecil, Churchill, Claysville, Dormont, Eighty Four, Finleyville, Gill Hall, Heidelberg, Hendersonville, Houston, Jefferson Hills, Lawrence, Library, Marianna, Mars, McDonald, McMurray, McKeesport, Mt. Lebanon, North Strabane, Oakdale, Peters, Pittsburgh, Pleasant Hills, Scott Township, South Park, South Strabane, Upper St. Clair, Venetia, Washington, West Alexander, West Mifflin, Wexford, Whitehall, Willock.

We can help you organize your financial affairs to ensure your long-term security and independence.  We’re aiming to provide you with the financial peace of mind that you deserve.

It’s all about your future

We can help you protect your home and life savings from the high cost of long-term healthcare, final expenses, and probate.

We can help you organize your financial affairs to ensure your long-term security and independence.  We’re aiming to provide you with the financial peace of mind that you deserve.

We can assist you in understanding the issues inherent in planning the transfer of your assets, increasing the magnitude and longevity of your family’s wealth.