Sewickley Financial Advising Services
At Secure Money Advisors, we will work with you to achieve the retirement plans that you’ve spent your life savings for and become the trusted financial advisor you need to build a secure future.
When looking for Financial Advising in the Sewickley area, you need a team that will not only help you plan for a worry-free financial future, but you also now need a team that will create a tailored recommendation, provide consistent communication, and ultimately invest in you. Secure Money Advisors is here to help build you a comprehensive retirement plan to reach your retirement goals so that you can live the worry-free life you deserve.
Why Choose Secure Money Advisors
Dependability and Low Risk:
We are not committed to any specific products or companies, giving us the independence needed to craft the best plans that create guaranteed income and minimal tax burden for you.
Selectivity and Exclusivity:
Our practice is selective, allowing us to build an exclusive community of clients and friends that will most benefit from relationships with one another and the services we offer.
Personal Relationships Planning:
Together to achieve long-term goals works best when you can count on a long-term relationship. That is why we give you the attention you need to view us as a trusted partner.
Our Approach
When you meet with us, we will focus on the 5 key areas of retirement: Income, Taxes, Investments, Healthcare and Legacy Planning. Do you ever ask yourself these questions: Do I have enough money to retire with the lifestyle I desire in Sewickley or someplace else? Will I run out of money? What if I lose my spouse? When should I collect social security? How do I best get the money I need from my accounts? Secure Money Advisors can guide you through your retirement journey utilizing our Right Track Retirement System.
Secure Money Advisors’ holistic retirement planning services are tailored to reduce taxes and protect your assets through a variety of means, ultimately allowing you to achieve your preferred lifestyle in your golden years. We begin every client relationship with our Right Track Retirement Roadmap process that includes determining if you’re on the Right Track, by learning all about the client, creating a tailored recommendation, implementing a Right Track plan, and continuously reassessing how the strategy is working as the client’s lifestyle changes. In the process, Brian Quaranta, the president and founder of Secure Money Advisors, and the team ensure clients feel comfortable relying upon him throughout a long-term relationship.
Whether you stay in Sewickley, Pennsylvania or move to another location, we will provide unbiased recommendations, and careful tailoring of plans to meet your goals so that you will feel confident in the security of your financial future. You want a financial planner you like and trust, but that’s not enough. They have to prove themselves to you with results. Have Brian Quaranta explain why you should find out if you are on the Right Track and consider working with Secure Money Advisors. Join our family of satisfied clients and let our Secure Money Advisors team become the trusted money advisors you need for a worry-free life and security you deserve going into retirement.
Frequently Asked Questions from Those Living in the Sewickley Area
- How do I know if I have enough money – Will I run out of money?
- What if I am afraid to retire or afraid to live the lifestyle desired or spend money in retirement?
- I have savings but don’t have a real plan. When should I take distributions from various accounts, how long will the money last etc.?
- How will I retire if I don’t have a pension?
- Is it ever too late to start on a retirement plan?
- What if I lose my spouse and have a decrease in income?
- I can’t afford to take another loss in market because there isn’t enough time to recover (Over 50-55+)
- When should I collect social security?
- What is the best way to take out money from my retirement accounts?
- How do I know if I am on the right track?