Phone: 412-369-7170
Fax: 412-369-7270
Retirement Planning
Wealth Transfer


A prudent wealth management plan shouldn't rely solely on future Social Security to pay for an individual's retirement years. One way to accumulate additional assets for retirement income is an annuity.

The money in an annuity has the potential to create an additional source of retirement income that can supplement Social Security. Assets placed in an annuity can even provide a variety of income streams. This is one reason many individuals use annuities to help them achieve their long-term financial goals, including retirement income.

A common misconception is that annuities have less attractive tax rates than other investments that are subject to long-term capital gain rates. The reality is that the long-term tax treatment is much more favorable than many people might believe, plus tax-deferred annuities have the added potential to accumulate significantly more than vehicles which may be subject to taxation each year.

For more information, please don't hesitate to contact us,
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