For individuals and families, Allegheny Financial Group advisors are experts at doing just that. With innovative tools, active research, and proven approaches, we build a plan around your personal goals, and continuously monitor and manage that plan to keep you on track for meeting or surpassing them.
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.
- Life Insurance
- Long-term Care Insurance
- Disability Insurance
- Fixed or Variable Annuities
Planning for the retirement of your employees? Retirement plan and benefit program choices are numerous, and the costs widely vary. Our retirement experts can provide you indispensable experience and knowledge to assist in your decision making.
We can make detailed projections of your future tax liabilities and recommend strategies that may include:
- Income shifting
- Tax deferral techniques
- Tax-efficient investing strategies
- Tax-efficient savings plans such as a 529 plan or Education IRA
- Taxable savings and investments
Our advisors have the tools to determine the best means of funding your family’s education.