Our data-driven Power of Understanding System was built to filter the outside noise so that what you hear is only what is necessary to understand how to make your retirement a success.
Why a FIDUCIARY
We are obligated by law to act in your best interest as we manage your assets or money.
Rather than operating out of self-interest, a fiduciary advisor is obligated to make recommendations that benefit you.
Why a SPECIALIST
A specialist is someone that is an expert in one subject. They have a deep understanding of the small nuances of their chosen field.
It is often those small differences that make the largest impact on your retirement.
Make It EFFORTLESS
Our process is intentionally effortless for our clients. We do the heavy lifting to take the burden from your shoulders.
We are PASSIONATE about challenging the status quo of financial planning. We are COMMITTED to designing retirement income plans that allow you to live life your life to its fullest potential and achieve the dreams that you deserve. Our advisors only work with individuals who are approaching or already in retirement. This allows us to have the most comprehensive discussion around what approach is best suited for your retirement.
If that sounds like your type of partnership, we hope you will take the time learn more.
Let us start by introducing the people of the Retire Pittsburgh.
We approach our work with avid curiosity, strong listening skills, and focused goal setting. We are interested in exploring your BELIEFS about investing, your VALUES based objectives, and your INTENTIONS anchored by informed choices. As FIDUCIARY advisors, our main priority is to help you feel CONFIDENT as the person in control of your own financial DESTINY. We are here to filter the outside noise so that what you hear is only what is necessary to understand how to make your retirement a SUCCESS.
We believe retirement income planning and investing should be:
- SIMPLE
- TRANSPARENT
- EFFORTLESS
We have been working hard over the last 20 YEARS to reinvent the way people manage their money throughout retirement. This will be clear in our first meeting.
We are fueled by people.
Most investment firms try to be all things to all people. As generalists, they may have a broader scope of knowledge across various ages, but not the niche knowledge needed for a specific group of investors. A specialist is someone that is an expert in one subject. This allows this individual to focus all their energy on learning and staying up to date on their specialized subject. As a result, they have a deep understanding of the small nuances of their chosen field. It is often those small differences that make the largest impact on your retirement. We are specialists.
What should you do now?
Retirees today have access to more types of advice than at any other time in history. Yet from the perspective of the average investor approaching or in retirement, it might all sound the same to them. We are proud that the most common comment we hear from our clients is “Your approach is completely different than all the other firms we meet with.”
If you find any of these terms unfamiliar, do not worry. We will detail and explain each in our first meeting.
This will enable you to see the exact engineering behind our final result and why to choose Retire Pittsburgh.