(412) 220-1690

Strategize with Us!

Strategize with Us!

- Solo 401(k) savings options could present opportunities to maximize tax advantaged retirement savings, up to $90,500 per year or more depending on your situation!


-Corporate elections can help you to control how your and your business's income is taxed.


-The Tax Cuts and Jobs Act of 2017 expiring at the end of year 2025 could have an impact on you or your business's financial future, let us help you figure out how!

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Advisors

Brian Yates, CFP®

Brian Yates, CFP®

Prior to age 21, Brian passed the examinations for Series 7, 11 and 63 to become a Registered Representative in the Securities Industry, such that during the summers of his college years, he worked at several Washington, DC brokerage...

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Rafael Yurk

Rafael Yurk

Rafael is a driven and innovative financial advisor dedicated to helping clients achieve their financial aspirations. Currently completing his bachelor’s degree in Finance with a focus in Computer Science, Rafael blends traditional...
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Steve Bierker, CFA®

Steve Bierker, CFA®

Steve has worked in finance related capacities since 1990.  Prior to joining and becoming a principal at Pittsburgh Financial Planners, Inc, Steve was the Trader and an Investment Analyst for a Pittsburgh based asset manager.

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