Broker Check

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 like our clients to be informed and financially educated, so we can have the important conversations regarding their financial journeys. We educate our clients, regardless of the level of their financial education, about the concepts and strategies we recommend in order to take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We recognize there are many challenges of retirement today and know the biggest concern for many is outliving their money. Together, we can craft a plan that is right for you and takes into account market fluctuations as well as inflation and other factors to provide the best opportunity for success allowing you to sleep well at night knowing that you are on the right path.


Global Asset Allocation Portfolios

Common Stock Portfolios

Individual Bonds

Traditional and Roth IRAs


Simple IRAs

Treasury Bills and CDs

Government Securities

Financial Planning

Start up Retirement Plans

Established Retirement Plans

401(k) Allocations

403(b) Planning

529 College Plans

Estate Plans

Profit Sharing Plans


Life Insurance

Long-Term-Care Insurance

Disability Income Insurance

For more information about our firm and the services we offer, send us a quick email or call our office. We look forward to hearing from you. | 1-(855)  744-8732 | 1-(855) PGH-TRDC