Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of  our foundation of success.

Our clients come to us as for a variety of financial solutions from insurance to life-long financial strategies. At Save Smart Pittsburgh, LLC., we provide individuals to families from Pennsylvania to Florida with services to help them grow, protect, and conserve their wealth in all stages in life. 

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Bonds

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Treasury Bills

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Retirement Income Insurance

Life Insurance

Long-Term-Care Insurance


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

tim@savesmartpittsburgh.com |  412-320-5484