About Us |
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Michael Engler | CEO
Michael is an energetic and experienced financial professional who has dedicated his professional career to helping families and individuals achieve their goals through retirement and beyond.
Our firm specializes in helping people protect their estate by providing solutions such as; income for a lifetime, passing money to loved ones with little to no tax , avoiding spending money needlessly on nursing care, and removing market risk while still providing market gains. Michael has over 15 years of experience helping people in the estate planning and insurance field. He works hard to satisfy 100's of clients needs in the process. We look forward to helping your family meet your current and future needs.. |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!
Contact Us
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MAIN OFFICE
651 Holiday Drive Foster plaza building 5 Suite 400 Pittsburgh, PA 15220 |
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EMAIL
[email protected] |
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CALL US
(724) 244-6351 |
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