When was the last time your financial plan was reviewed? Is financial comfort an important element as you plan for retirement? Are you confident that your interests are aligned with those of your financial advisor? Is your financial advisor proactive or reactive? Have you had to defer retirement? Is the cost of college keeping you up at night? You are not alone. Millions of Americans planning for life’s important goals are asking themselves the very same questions.
A resident of Brighton Heights I was a former YMCA board member and I am active in my church, St Stanislaus, serving as a Eucharistic minister. I enjoy golf, running, and biking along Pittsburgh’s wonderful trail system.