Pittsburgh, PA CPA Firm

Financial Planning Services

Financial Planning Services

To help small business owners and families plan for the future and protect their assets, many of our clients come to us when they need financial planning services. As a Pittsburgh CPA firm that works closely with a local Certified Financial Planner (CFP), we offer the opportunity to help you develop a strategy as unique as you are. Whether it's investments, insurance, retirement planning, estate transfer, college funding, or business succession, our Pittsburgh CPA firm can help you reach your goals.

Our financial planning services include:

  • Retirement planning
  • Setting up of profit sharing and 401(k) plan documents
  • Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
  • Investments 
  • Mutual funds and annuities
  • Employee benefit plans
  • Estate planning
  • Trust planning and charitable gifting
  • Business exit strategies
  • Executive compensation plans
  • Key employee retention plans
  • Welfare benefit plans
  • Insurance - life, disability, and long-term care
  • Buy/sell agreements
  • Mortgages
  • Succession planning

Call us today at 412-391-2226 and ask for Howard to schedule a mutually convenient appointment. You can also request a FREE consultation online.