Flat Fee Financial Plans for People Near Retirement
We're CFP® Professionals located in Pittsburgh, PA 15241
Flat Fee Financial Plans for People Near Retirement
We're CFP® Professionals located in Pittsburgh, PA 15241
Start Retirement Planning Now
Most busy people lack the time, energy, and expertise to build a financial plan that gets results. At Wright, we’ve created an annual planning process that keeps you informed and on track to achieve your goals. When you're making good money choices, you invest better, pay less in taxes, and retire with confidence.
Custom Retirement Planning for You and Your Family
By Certified Financial Planners™
There are over 300,000 financial advisors in the USA. Only 90,000 have committed to professional standards and a Code of Ethics. As, CFP® Professionals we have committed to improving the standards of our industry. Learn about our flat fee financial advisors.
Easy to understand pricing
We have straightforward pricing for flat fee financial plans. As flat fee financial advisors, it's not about how much money you have to manage. Instead it's about the financial planning solutions you need to achieve your goals.
Integrated financial planning process
Each year we’ll help you make sure your financial plan is on track. Our annual process covers your financial goals, cash flow, taxes, risks, and investments. With custom reports, and consistent communication, you’ll know where you stand.
Yes. Actual financial planning
The truth is that our real value is in the financial planning, not the investing. That's why we're flat fee financial advisors that practice index investing at rock bottom costs. A financial plan sets the path, the planning keeps you on it.
Aligned with you
We invest like we advise. Our personal assets are invested in the same funds and managed using the same approach we recommend to our clients. And our personal financial plans go through the same annual planning process as our clients.
100% fiduciary, 100% of the time
Unlike many advisers, we are held to the highest level of Fiduciary Duty. This means that we are obligated to always make recommendations in your best interest. As SEC registered advisers, our Fiduciary Duty is a legal standard.