Getting Started

Whether you have reviewed our website or were referred by a friend or family member, if you would like to meet with us for a free no obligation consultation, here are the next steps to get started:

1. Either call (724) 519-8297 or email us to schedule an appointment that will work for you. Our office is open 9:00AM–5:00PM on weekdays. Should our regular office hours not work, we can often provide an early morning or evening appointment as necessary.
   
   Initial consultation appointments take about one hour.
2. After your appointment is scheduled, we will send a confirmation via email. To advise you on your personal financial situation and provide you with the best possible services, we will need a clear picture of your financial position which involves the review of your full financial puzzle. As such, you will need to bring all of the following:
   • Your spouse, if applicable
     
     
   The most recent:
   • Investment and/or Retirement statement(s) (i.e. IRA, 401K, 403B, Simple, etc.)
   • Income tax return
   • Social Security estimate notice(s)
   • Life Insurance policy statement(s)
3. If you are not familiar with our location, please check our Contact page to see Google maps with our location pinned. We are conveniently located in the heart of Murrysville, close to route 22.

We look forward to meeting with you!