General Info

WE ARE AN INDEPENDENT FINANCIAL PLANNING, INCOME TAX PREPARATION AND INVESTMENT ADVISORY FIRM LOCATED IN MURRYSVILLE, PA. WE PROVIDE SERVICES TO SOUTHWESTERN PENNSYLVANIA INCLUDING WESTMORELAND, ALLEGHENY, AND ARMSTRONG COUNTIES. WE DO NOT RECEIVE COMMISSIONS FROM PRODUCT SALES. WE CAN ASSIST YOU IN YOUR UNIQUE INVESTING ENDEAVORS INCLUDING INVESTMENT MANAGEMENT SERVICES, INVESTMENT ADVICE, AND/OR "SECOND OPINION" SERVICES. WE ALSO PROVIDE TAX PLANNING AND TAX PREPARATION SERVICES, ESTATE PLANNING, RETIREMENT PLANNING, EDUCATION PLANNING, ASSET PURCHASE PLANNING, WEALTH MANAGEMENT AND ASSET ALLOCATION SERVICES. DISCLOSURE: OUR ADVISORY FIRM AND ITS REPRESENTATIVE MAY ONLY TRANSACT ITS INVESTMENT ADVISORY BUSINESS IN A STATE IF FIRST REGISTERED, EXCLUDED, OR EXEMPTED FROM STATE REGISTRATION REQUIREMENTS. FOLLOW-UP, INDIVIDUALIZED RESPONSES THAT INVOLVE SECURITIES TRANSACTIONS OR THE RENDERING OF PERSONALIZED INVESTMENT ADVICE FOR COMPENSATION WILL NOT BE MADE ABSENT COMPLIANCE WITH STATE ADVISER AND REPRESENTATIVE REGISTRATION REQUIREMENTS OR AN APPLICABLE EXEMPTION OR EXCLUSION. PLEASE SEE OUR WEBSITE FOR ADDITIONAL INFORMATION AND DISCLOSURES.