Committed to Complete Estate Advising

for pre-retirees, retirees and women on their own.

This is not traditional estate planning. We include legal, financial, insurance, income, Social Security and tax planning in our complete estate plans. Because each area plays a vital role and all must mesh together properly to provide you and your family the best outcome now and in the future.


The Estate and Retirement Planning Center

est. 2003

The Estate and Retirement Planning Center has been working with friends and neighbors throughout the greater Greensburg, Pennsylvania, area to help them achieve their current and future financial and estate distribution goals through the use of insurance, investment and legal tools.


Get instant access to our Retirement Planning Kit

Our helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!


When You Have Estate Concerns

we can help guide you in the right direction

Discuss your estate situation and the role that legal documents, investments, insurance, income, Social Security and taxes play in your overall estate.
Call us at 724-834-1162 to schedule an appointment.