Your financial situation and aspirations are uniquely yours. We believe your financial plan should be, too. That’s why our approach to planning is personal. With a one-to-one philosophy of client service, Allegheny Financial Group advisors listen to where you want to go financially and craft the best strategy to get you there — because we understand that making your objectives our sole focus is fundamental in putting together the most responsible, most effective plan for you.
Here are the steps we take to accomplish that:
Our financial planning experts identify internal and external factors that could come into play and affect the likelihood of you achieving your financial goals. We determine your tolerance for risk, and establish your need for education funding, retirement planning, estate planning or tax planning.
Develop your plan
After you’ve set your goals — and we completely understand them — your advisor will work with you to determine the steps and strategies to getting started on the right path.
Your Allegheny Financial Group advisor puts the plan we create for you in action and provides the expertise, guidance, and assistance you need to stay on course.
Measure & Evaluate Your Plan’s Progress
The final step in our process is a continuous one. Your advisor will regularly monitor and diligently evaluate the performance of each part of your plan and any corresponding investments to ensure that your long-term and short-term goals are on track. If your needs or priorities change, your advisor will expertly adapt your plan in response to these new realities.