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1700 Ashwood Drive Suite 1701 Canonsburg, PA 15317

724-260-0491
info@steinwealth.com
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Getting Started Saving and Investing

We believe financial planning should be within reach for everyone, no matter how much money you currently have. Stein Wealth Advisors has created a roadmap specifically designed for people who are ready to take initial steps to being financially successful.

<span>Our planning with you will focus on your most important financial goals and needs:</span>

Our planning with you will focus on your most important financial goals and needs:

  • Employer 401(k) analysis
  • Education savings strategies
  • Creating a roadmap for retirement
  • Automated savings strategies
  • Investment strategies
  • Budgeting
  • Debt management
  • Home purchase/financing
  • Planning for a family
  • Protecting your family and wealth
  • Saving money in taxes

In Person or “Virtual"

Many of our clients are busy working professionals who find it hard to make time for an in-person meeting. We can offer a completely virtual experience where you will receive the same level of service without ever walking into our office. This is accomplished through phone calls, web meetings, and electronic document signatures. You are welcome to choose all or any of your services to be received through our virtual format.