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Our Services

Full service, coordinated Investment and Financial services to include:

- Objective Financial Advice by the hour

- Written Financial Plans

- Active Portfolio Management

- Investment and Portfolio Review

- 401(k) Rollovers

- Pension Plan Distributon Analysis

- IRA Planning

- Stretch IRA (Inherited IRA) Planning

- Roth Conversion Planning*

- Beneficiary Planning

- Income Tax Preparation*

- 2nd Opinion Review of Tax Returns*

- Tax Reduction Planning*

- Insurance and Risk Planning^

- Estate Planning^+ (Wills, Living Trusts, POA's, Living Wills)

- Wealth Distribution Planning

- Probate and Estate Settlement^+

- College Planning

- Retirement Planning

- Income Planning


* Tax Reduction Planning, Tax Preparation, 2nd Opinion Tax Return Reviews are provided through our team of CPA's 

^ Estate Planning, Tax, Insurance/Risk Planning provided through Greg Miller & Assoicates

+ Legal services provided by the Eder Law Office of Shields & Boris, 109 VIP Drive, Suite 100, Wexford, PA 15090