Pittsburgh Financial Planners

He subsequently studied, took the appropriate exams to become licensed in securities and insurance and began offering products, services and advice to individuals and business owners. As a result of this meeting, the financial planning industry was born, the Certified Financial Planner marks were created and the subsequent formation of the CFP Board of Standards and the Financial Planning Association occurred.

Provide list of observations, ideas and suggestions relating to one's current concerns and often in other areas that may not have been on the original agenda. Reviewing your investments and designing a personalized portfolio appropriate to your needs.

Annual meeting to review your situation, evaluate your asset allocation and investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you.Quarterly economic report detailing updated analysis and a current view of the investment markets.

Financial planning is the process of determining whether and how an individual can meet life goals through the proper management of financial resources. How does Pittsburgh Financial Planners, Inc. (PFP) distinguish itself from other firms claiming to provide financial planning services? For us, the client is the client, not their money.