In today’s dynamic world, financial planning is more than the habit of setting money aside. It’s the process of making solid decisions consistently so that the money you worked hard for works just as hard in return.
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.
We can also help you navigate the myriad benefit programs available to employees to find the one that works best for them and for your business.
To leave a meaningful, lasting legacy means making the best possible choices today. That requires an advanced level of financial and tax expertise, but it demands something more — a commitment to getting to know you, and truly understanding and embracing your goals. That’s exactly what Allegheny Financial Group provides.