RetireRight Pittsburgh Business Spotlight
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Live Out Your Golden Years in Financial Comfort SPONSORED CONTENT BUSINESS SPOTLIGHT SPONSORED CONTENT W hat most people don’t realize is that retiring isn’t just a goal, it’s a challenge. But with the help of RetireRight Pisburgh, a team of independent wealth managers, you and your loved ones can navigate the potential minefield of retirement planning and avoid making material financial mistakes. “Retirement isn’t just a change of life, it’s a psychological shiſt,” said Christopher Cannon, CFP®, AIF® Wealth Management Advisor. “People truly flip the switch from the accumulation phase of their working lives to the distribution phase, where they have to create income streams for themselves. Along with that, they have to take into account strategies to combat inflation, decide when to switch on their Social Security benefits, and how they’re going to provide for their health care.” On top of that, retirees also have the formidable task of trying to sort out their estate planning needs – whether they want to leave money for family or an educational or religious institution; how they intend to protect certain assets from and prepare for the possibility of nursing home costs; and how to financially protect a surviving spouse. “Our goal is to be our clients’ chief financial officer,” Cannon said. “We’re the quarterback for the team, which includes coordinating accountants, aorneys and other professionals involved in your financial well being. We offer comprehensive financial planning, tax efficient income strategies, investment management, long term care planning and more, beyond that of just portfolio management. We define effective wealth management as both a holistic and individualized process around which comprehensive financial planning serves as the foundation. ese are the unique services needed by more affluent clients, and that’s an expertise and specialty that we bring to the market.” With being an independent wealth management firm, RetireRight Pisburgh holds itself to a higher fiduciary standard. ey are not tied to any bank. ey have no proprietary products. Every action they take for their clients is in that client’s best interests. ere are no cookie- cuer solutions for RetireRight Pisburgh, because each client has a unique situation to be addressed, and different goals to aain. e value of having a wealth manager’s guiding hand steering your portfolio over the average 30 years that most people enjoy during retirement is hard to calculate. However, recent national studies For more information on RetireRight Pittsburgh, call them at 724.942.1996, or go to retirerightpittsburgh.com online for a comprehensive listing off all their services and ways they can help you. From left to right Don Settina, CFP®, AIFA®, PPC™ Mark Brenneman, CFP®, AIF® Cindy Settina, PPC™ Christopher Cannon, CFP®, AIF® Diana Harrison have shown that the return to investors for using a wealth manager’s services averages around 3 percent year over year, a considerable amount for individuals who have sizable assets to consider. “Eliminating the emotional ties to your retirement assets is a big step for a lot of people,” Cannon said. “Working with an advisor on financial planning and investment management can dictate your returns over the long term and help eliminate some of the emotional aspects of retirement planning. Our goal is to create successful outcomes for our clients while minimizing risk as much as possible.” What’s more, RetireRight can help coor- dinate retirement plans for your employees as well. Mark Brenneman, CFP®, AIF®, Retirement Services Coordinator, discussed the firms’ specialization and unique abilities in the management of corporate retirement plans. “We manage numerous retirement plans in various industries,” he said. “e major concern for plan sponsors is fiduciary education. We sign on as co-fiduciaries and help plan sponsors navigate this regulatory maze that exists. Companies want two things – to offer a quality benefits package that is aractive to their employees and to avoid litigation – to avoid geing fined aſter Department of Labor audits, or sued by disgruntled employees. We help our retirement plan clients improve retirement outcomes for their participants in companies ranging from 50 to 1,000 employees.” Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FIN/SIPC
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RetireRight Pittsburgh Business Spotlight with IN Community Magazine
Transcript of RetireRight Pittsburgh Business Spotlight
Live Out Your Golden Years in Financial Comfort
SPONSORED CONTENT BUSINESS SPOTLIGHT SPONSORED CONTENT
What most people don’t realize is that retiring isn’t just a goal, it’s a challenge. But with the help of RetireRight
Pittsburgh, a team of independent wealth managers, you and your loved ones can navigate the potential minefield of retirement planning and avoid making material financial mistakes.
“Retirement isn’t just a change of life, it’s a psychological shift,” said Christopher Cannon, CFP®, AIF® Wealth Management Advisor. “People truly flip the switch from the accumulation phase of their working lives to the distribution phase, where they have to create income streams for themselves. Along with that, they have to take into account strategies to combat inflation, decide when to switch on their Social Security benefits, and how they’re going to provide for their health care.”
On top of that, retirees also have the formidable task of trying to sort out their estate planning needs – whether they want to leave money for family or an educational or religious institution; how they intend to protect certain assets from and prepare for the possibility of nursing home costs; and how to financially protect a surviving spouse.
“Our goal is to be our clients’ chief financial officer,” Cannon said. “We’re the quarterback for the team, which includes coordinating accountants, attorneys and other professionals involved in your financial well being. We offer comprehensive financial planning, tax efficient income strategies, investment management, long term care planning and more, beyond that of just portfolio management. We define effective wealth management as both a holistic and individualized
process around which comprehensive financial planning serves as the foundation. These are the unique services needed by more affluent clients, and that’s an expertise and specialty that we bring to the market.”
With being an independent wealth management firm, RetireRight Pittsburgh holds itself to a higher fiduciary standard. They are not tied to any bank. They have no proprietary products. Every action they take for their clients is in that client’s best interests. There are no cookie-
cutter solutions for RetireRight Pittsburgh, because each client has a unique situation to be addressed, and different goals to attain.
The value of having a wealth manager’s guiding hand steering your portfolio over the average 30 years that most people enjoy during retirement is hard to calculate. However, recent national studies
For more information on RetireRight Pittsburgh, call them at 724.942.1996, or go to retirerightpittsburgh.com online for a comprehensive listing off all their services and ways they can help you.
From left to right Don Settina, CFP®, AIFA®, PPC™ Mark Brenneman, CFP®, AIF® Cindy Settina, PPC™ Christopher Cannon, CFP®, AIF® Diana Harrison
have shown that the return to investors for using a wealth manager’s services averages around 3 percent year over year, a considerable amount for individuals who have sizable assets to consider.
“Eliminating the emotional ties to your retirement assets is a big step for a lot of people,” Cannon said. “Working with an advisor on financial planning and investment management can dictate your returns over the long term and help eliminate some of the emotional aspects of retirement planning. Our goal is to create successful outcomes for our clients while minimizing risk as much as possible.”
What’s more, RetireRight can help coor- dinate retirement plans for your employees as well.
Mark Brenneman, CFP®, AIF®, Retirement Services Coordinator, discussed the firms’ specialization and unique abilities in the management of corporate retirement plans.
“We manage numerous retirement plans in various industries,” he said. “The major concern for plan sponsors is fiduciary education. We sign on as co-fiduciaries and help plan sponsors navigate this regulatory
maze that exists. Companies want two things – to offer a quality benefits package that is attractive to their employees and to avoid litigation – to avoid getting fined after Department of Labor audits, or sued by disgruntled employees. We help our retirement plan clients improve retirement outcomes for their participants in companies ranging from 50 to 1,000 employees.”
Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC
