Learn more about financial planning with Allegheny Financial Group

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What is financial planning at Allegheny Financial Group?

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.

Learn more about risk management with Allegheny Financial Group

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What is risk management at Allegheny Financial Group?

Even if you do everything right, life sometimes has other plans. That’s why it’s so important to take steps to mitigate the financial impact of the unforeseen. As part of our financial planning process, your Allegheny financial advisor will evaluate your tolerance for risk and provide guidance on the following risk management solutions to help protect you and your family should the unexpected strike.

Learn more about retirement planning with Allegheny Financial Group

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Planning the Retirement You’ve Envisioned

You know when you want to retire. You may envision what you would like your retirement to look like. At Allegheny Financial Group, we can help you discover the right way to bring it all into focus.

Our financial experts will help guide you to a solution that meets your needs today and your anticipated needs for when you leave the career world behind.

Our comprehensive approach includes:

  • Developing strategies exclusively to your goals

  • Review of your current savings and investment strategy

  • “What if?” scenario planning and more...

Learn more about tax planning with Allegheny Financial Group

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Long-Term, Strategic Tax Planning

Our tax strategies are designed to complement your overall financial plan by helping to protect and preserve your wealth. Through an array of tax planning services, Allegheny Financial Group can work directly with your tax accountant to review your past returns and identify opportunities to reduce your tax liability, including Tax Planning Techniques and Tax Efficient Investing Strategies.

Learn more about estate planning with Allegheny Financial Group

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Building Your Legacy

Whether it’s creating a legacy for the people or the causes you care most about, we can help you reach your goals for what you leave behind — without sacrificing what you plan to achieve today.

Our Allegheny Financial Group advisors help build your legacy with Estate Planning and Wealth Transfer, Trusts, Philanthropy Planning, and Insurance Planning.

Learn more about education planning with Allegheny Financial Group

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Expert College Planning Solutions

With our big-picture understanding of the education-funding landscape — from tax-exempt savings products to financial aid processes — we can design a college savings plan that works harder for you and your student.

The Allegheny Financial Group advisors can design Tax-Efficient Savings Plans and Education Loan options for your family.

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Start financial planning with
Allegheny Financial Group

Invest in your peace
of mind  SM

Start risk planning with
Allegheny Financial Group

Invest in your peace
of mind  SM

Start retirement planning with
Allegheny Financial Group

Invest in your peace
of mind  SM

Start tax planning with
Allegheny Financial Group

Invest in your peace
of mind  SM

Start estate planning with
Allegheny Financial Group

Invest in your peace
of mind  SM

Start education planning with
Allegheny Financial Group

Invest in your peace
of mind  SM

Allegheny financial advisors have a disciplined process to provide you
with tailored financial programs that address your individual goals.

Allegheny financial advisors have a disciplined process to provide you
with tailored financial programs that address your individual goals.

Allegheny financial advisors have a disciplined process to provide you
with tailored financial programs that address your individual goals.

Allegheny financial advisors have a disciplined process to provide you
with tailored financial programs that address your individual goals.

Allegheny financial advisors have a disciplined process to provide you
with tailored financial programs that address your individual goals.

Allegheny financial advisors have a disciplined process to provide you
with tailored financial programs that address your individual goals.

Our Financial Planning
Process

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.

  • 01Evaluate

    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.

  • 02Develop 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.

  • 03Implementation

    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.

  • 04Measure & 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.

Here are the steps we take to
accomplish that:

Develop my plan

Our Financial Planning
Process

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.

  • 01Evaluate

    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.

  • 02Develop 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.

  • 03Implementation

    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.

  • 04Measure & 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.

Here are the steps we take to
accomplish that:

Develop my plan

Our Financial Planning
Process

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.

  • 01Evaluate

    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.

  • 02Develop 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.

  • 03Implementation

    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.

  • 04Measure & 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.

Here are the steps we take to
accomplish that:

Develop my plan

Our Financial Planning
Process

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.

  • 01Evaluate

    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.

  • 02Develop 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.

  • 03Implementation

    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.

  • 04Measure & 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.

Here are the steps we take to
accomplish that:

Develop my plan

Our Financial Planning
Process

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.

  • 01Evaluate

    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.

  • 02Develop 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.

  • 03Implementation

    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.

  • 04Measure & 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.

Here are the steps we take to
accomplish that:

Develop my plan

Our Financial Planning
Process

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.

  • 01Evaluate

    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.

  • 02Develop 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.

  • 03Implementation

    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.

  • 04Measure & 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.

Here are the steps we take to
accomplish that:

Develop my plan