A REALLY, REALLY GOOD FINANCIAL PLANNING COMPANY
Especially if you’re looking for hands-on, personal attention from financial planning professionals who share your same values. Like being a good listener, not a product pusher. Providing investment education without all the Wall Street jargon. And for business owners, doing everything possible to help your people Retire Right.
RetireRight at a Glance
in assets through
Consulting on over
in plan assets
A small firm with
a personal touch
families and businesses
in Western PA and
across the U.S.
We’re CEFEX Certified.
A standard for the best practices in our industry.
Education is super-important to us. And we’re really good at it. You might say it’s our secret sauce. Why is education so important to financial planning? Because if you don’t understand it, you’re less likely to feel calm and confident about it, be involved in it, and help make it successful.
“They are great educators, so thoughtful, never condescending. They listen, give us options, take the time. They even sat down with my daughter to create her first budget.”
– Tom Northrop, Retired
RetireRight Client Since 2005
Here are some hand-picked articles, videos and tips to make your financial planning easy and successful.