Financial,Retirement, Education

With a complete array of Life Insurance products, Fixed and Variable Annuities, and the Financial Services offered through Allegheny Investments, Ltd., we can work with our clients to establish sound financial goals and help them meet those financial goals.

The first step we take with our clients is to learn as much about them and their needs as possible. It is important to know:

• Investment History
• Current Investments
• Risk Tolerance
• Short Term Goals
• Long Term/Retirement Goals
• Potential College Expenses
• Tax Bracket
• Estate Planning Considerations
• much more

In addition to reviewing all planning vehicles, it is also important to discuss tax implications and potential tax savings that are associated with certain financial and insurance products.

To get a head start, spend some time with the Planning Calculators on our site. Determine your risk tolerance, look at the impact of saving, determine how much life insurance you should have plus many other helpful planning calculators.

Click here to request more information on Financial, Retirement and Education Planning.

Securities and Investment Advisory Services offered through Allegheny Investments, Ltd., Member NASD, SIPC, 3000 McKnight East Drive, Pittsburgh, PA 15237 (412) 367-3880. Neil Merrell, Allegheny Investments Registered Representative. Allegheny Investments, Ltd. is not an affilitate of The Guard Group.