Wright Financial Planners

Wright Financial PlannersWright Financial PlannersWright Financial Planners

Wright Financial Planners

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Flat Fee Financial Plans for People Near Retirement

Flat Fee Financial Plans for People Near RetirementFlat Fee Financial Plans for People Near RetirementFlat Fee Financial Plans for People Near Retirement

We're CFP® Professionals located in Pittsburgh, PA 15241

Schedule a Call
Ask a question instead

Flat Fee Financial Plans for People Near Retirement

Flat Fee Financial Plans for People Near RetirementFlat Fee Financial Plans for People Near RetirementFlat Fee Financial Plans for People Near Retirement

We're CFP® Professionals located in Pittsburgh, PA 15241

Schedule a Call
Ask a question instead

Let's Get Started on Your Retirement Plan

Does this sound like you?

Are you asking these questions?

Are you asking these questions?

  • Plan to retire in the next 10 years,
  • Retirement is a top 3 priority,
  • Unsure how to claim Social Security or Medicare,
  • Have over $1 million saved for retirement,
  • Feel "good" about retirement, but want to be great!
  • You want flat fee financial plans

Are you asking these questions?

Are you asking these questions?

Are you asking these questions?

  • How do I retire when I want to?
  • How do I improve my portfolio?
  • How do I manage retirement risks?
  • How do I save on taxes?
  • How do I create a legacy?

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.

Schedule a Call

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.

The Process You Can Expect

First

Schedule a discovery call

15-30 Minutes

Phone Call

Event Details

First

Schedule a discovery call

Schedule a complimentary phone consultation and we'll talk through your financial situation and any issues that are on your mind. If it look...

Event Details

15-30 Minutes

Phone Call

Second

Share selected financial data

Secure Upload

Event Details

Second

Share selected financial data

We like to collect, at a minimum: account statements and tax returns. We'll also include a data organizer. Almost every retirement income de...

Event Details

Secure Upload

Then

Follow up with a meeting

60 Minutes

In Person

Event Details

Then

Follow up with a meeting

Once we've developed a summary retirement plan, the next stage is a Learn Meeting. During this in person (or virtual) review, we'll talk thr...

Event Details

60 Minutes

In Person

Finally

Decide if we should work together

January

-

December

Annual Planning

Event Details

Finally

Decide if we should work together

Take all the time you need to decide if you want to move forward with our team. It’s an important decision! 


If you decide to work with us, w...

Event Details

January

-

December

Annual Planning

Start Your Retirement Plan!

Schedule a call

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