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  • Published Date

    November 13, 2019
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Are You Confident In Your James R. Wallisch, CFP® Branch Manager Andrew J. Wallisch Financial Advisor Financial Advisor Financial Plan? Whether you are an investor that prefers to do-it-yourself, needs your hand held through the financial planning process. or you are somewhere in between those two, it is crucial that you have some kind of Financial Plan. In today's low-cost environment, we understand that many people think financial advisor's charge exorbitant fees, and their financial life is too simple to justify those costs. However, financial planning is more complex than most think. It's a lifelong process. It's asking yourself: Do we have enough money to last during our lifetimes while maintaining our standard of living? When can we stop working for a paycheck? Do we have enough assets to leave a legacy for our children and grandchildren? Is our estate structured properly to minimize estate and income tax liabilities?... among many others as well. RAYMOND JAMES consider WHAT your advisor is doing for you! At 1090 Freeport Road Suite 150 Pittsburgh, PA 15238 (412) 967-9272 It is very important Raymond James, when we work with our clients, we cover all of the following including: Retirement Planning Education Planning Asset Management Tax Planning Estate and Legacy Planning Raymond James Financial Services, Inc. Member FINRA/SIPC Individual Solutions from Independent Advisors We invite you to come in to see if we can be of assistance in reaching your financial goals. There is NO COST, NO OBLIGATION for an initial consultation. LIFE WELL PLANNED. investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Certified Financial Board of Standards inc. owns the certification marks CFP8, CERTIFIED FINANCIAL PLANNER, and CFPB in the U.S. suTa Are You Confident In Your James R. Wallisch, CFP® Branch Manager Andrew J. Wallisch Financial Advisor Financial Advisor Financial Plan? Whether you are an investor that prefers to do-it-yourself, needs your hand held through the financial planning process. or you are somewhere in between those two, it is crucial that you have some kind of Financial Plan. In today's low-cost environment, we understand that many people think financial advisor's charge exorbitant fees, and their financial life is too simple to justify those costs. However, financial planning is more complex than most think. It's a lifelong process. It's asking yourself: Do we have enough money to last during our lifetimes while maintaining our standard of living? When can we stop working for a paycheck? Do we have enough assets to leave a legacy for our children and grandchildren? Is our estate structured properly to minimize estate and income tax liabilities?... among many others as well. RAYMOND JAMES consider WHAT your advisor is doing for you! At 1090 Freeport Road Suite 150 Pittsburgh, PA 15238 (412) 967-9272 It is very important Raymond James, when we work with our clients, we cover all of the following including: Retirement Planning Education Planning Asset Management Tax Planning Estate and Legacy Planning Raymond James Financial Services, Inc. Member FINRA/SIPC Individual Solutions from Independent Advisors We invite you to come in to see if we can be of assistance in reaching your financial goals. There is NO COST, NO OBLIGATION for an initial consultation. LIFE WELL PLANNED. investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Certified Financial Board of Standards inc. owns the certification marks CFP8, CERTIFIED FINANCIAL PLANNER, and CFPB in the U.S. suTa