Individual Clients                                           
  • Comprehensive Financial Plan Development & Monitoring
  • Investment Planning 
  • Insurance Planning 
  • Behavioral Coaching                    
  • Risk Analysis
  • Portfolio Rebalancing
  • Tax Harvesting 
  • Retirement Income Analysis and Recommendations
  • Online Client Portal with External Account Aggregation
  • Encrypted Digital Document Storage
We will also work closely with CPAs and attorneys to ensure your entire financial team is on the same page.
 
Corporate Clients
 
Pittsburgh Financial Consultants has over 30 years of experience implementing and servicing retirement plans for businesses including 401(k) and profit sharing plans. 
 
PFC can develop a new retirement plan for your company or analyze the existing offering.  Trustees must ensure the plan is utilizing high quality investment options on a competitive platform, while minimizing costly fees. PFC will make certain the plan adheres to strict fiduciary standards while also providing employees with educational opportunities.