FINANCIAL PLANNING

Financial Planning: An Industry Revolution

While most people understand the importance of developing a financial plan, many lack the tools to do so.

“Our conviction has always been to be there for clients when they ask the question, 'Am I going to be alright?'”

Steve Kohler, CFP®, CPFA

Roundtable Chair

LifePlan 20/20® Financial Planning

We are the lens that brings simplicity, transparency and order to our individual and corporate clients’ lives.

Our roundtable of experts will address any or all of the following pillars in your plan:

Retirement Planning

  • Goals and Objectives

  • Cash Flow Projections

  • 401(k) Investment Options

  • Roth IRA Conversions

  • Social Security Planning

Charitable Planning

  • Gift Planning

  • Tax Saving Strategies

  • Donor Advised Funds

  • Charitable Trusts

Estate Planning

  • Wills, Trusts, and Powers of Attorney

  • Beneficiary Coordination and Asset Titlement

  • Tax Saving Strategies

  • Legacy Planning/Next Generation

Education Funding

  • 529 Plans

  • Savings Analysis

  • Budgeting

  • Financial Aid and Loan Analysis

 

Risk Management

  • Life Insurance

  • Disability Coverage

  • Long Term Care Planning

  • Property-Casualty Insurance

  • Health Insurance

Income Tax Planning

• Tax Reduction Strategies

• Tax Loss Harvesting
• Use of Appreciated Stock

• Intra-Family Transfers

• Tax Return Preparation

 

Our professional network

To provide additional support and to help you act on our recommendations – we have assembled a network of professionals that include attorneys, insurance professionals, accountants and private bankers, all with the same goal - to help you implement your financial plan successfully. 

• Estate and Trust Attorneys

• Accountants
• Private Bankers

• Philanthropic Advisors

 

• Life Insurance

• Property and Casualty Insurance
• Mortgage Brokers

 

 Learn more about LifePlan 20/20® and our professional network 

 For assistance with any of your questions, contact our Roundtable Chair, Steve Kohler, CFP®, CPFA to discuss a financial checkup for you and your family. 

436 Seventh Avenue, Suite 2800

Pittsburgh, PA 15219-1818

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Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805

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