With more than 330,000 financial planners currently working in the US, it can be difficult to narrow down to the best partner to help you plan your financial future. The demand for financial planners continues to grow as the economy faces challenges that are entirely new to the current generations, creating even more choices. In the next 10 years, the profession is expected to grow by more than 15% or over 50,000 new jobs. But only 10-20% of financial planners are successful, keeping their firms open for more than their first three years – so you want a trusted and established name in financial planning when selecting who to manage your assets with.
Working with a financial planner provides much more than basic financial advice. Your financial planner should get to know you and have a full understanding of your needs, wants, and long-term goals. No matter your background, education, or experience, your planner should be prepared with solutions to help you reach your goals. He or she will help you develop, implement, and monitor a tailored strategy that meets the needs of your specific situation.
At Pittsburgh Financial Group, helmed by CEO Andrew Pravlik, you will find exactly that: a partner and collaborator on some of the most important planning of your life. Whether you are managing debt, starting your family, saving for college, or are already retired, Pravlik and his team are ready and waiting to navigate life’s challenges with you.
From investments to financial planning to insurance, Pittsburgh Financial Group’s focus is on client education, as they seek to take the mystery out of financial concepts and products. All types of investments and insurance, estate conservation, and preserving wealth are fully explained and available to clients.
Benefits of Working with a Team
Working with a firm full of participating team members is very different from working with a financial advisor who operates entirely alone. Multiple perspectives and life experiences can all contribute to the personalized plan designed for you, creating a robust and comprehensive approach to financial health.
At Pittsburgh Financial Group, every employee became a financial professional because they wanted to help people. After watching their friends and families struggle with financial education and decisions, they each felt a calling to be a part of the solution. Training as a financial advisor gives them the opportunity to both teach their clients fiscal responsibility and then to pursue relevant concepts for their benefit. In doing so, they’ve strengthened their community and their clients’ futures.
With a personal, hands-on, but out-of-the-box approach, the professionals at Pittsburgh Financial Group are able to develop sound retirement strategies for every type of client that comes their way.
About CEO Andrew Pravlik
Steering the ship at Pittsburgh Financial Group is Andrew Pravlik, a 30-year veteran financial advisor. He brings his decades of experience, along with his passion for finance, persistence, and decisiveness, to the position. He carries his Series 7, 63, and 66 securities licenses as well as the Securities Industry Essentials® (SIE®) Certification, in addition to being fully licensed in life, annuities, fixed index annuities, and long-term care insurance.
A longtime member of the Pittsburgh community, and a graduate of Allegheny College, Pravlik brings a unique perspective to his role in advising clients: he believes that life is for living. While financial preparedness creates more opportunities to enjoy life, clients are encouraged to pursue their hobbies and activities now – not wait for retirement.
As Pravlik says, “Time on this earth is the most precious commodity.” When asked what advice he would give his younger self, it has nothing at all to do with starting to save earlier or investing at a higher rate. Instead, he wishes that he had learned to fly fish sooner, moved out west as a young man, and started visiting all the National Parks earlier to ensure he sees them all.
In addition to spending his time out west enjoying the beauty of nature, Pravlik happily stays abreast of all developments in the financial services sector.
“I read The Economist, Wall Street Journal Daily, Financial Times, Kiplinger and Bloomberg,” he says. “Being well-versed and educated is of utmost importance.” He can also be found meeting with and speaking with industry leaders and investment professionals on a frequent basis to keep in touch with the constantly shifting economic, political, and monetary environment.
Financial Health Can’t Wait
Whether you’re just starting out, on the verge of retirement, or several years into retirement, if you have questions about your financial situation, Andrew Pravlik and his team at Pittsburgh Financial Group are ready to answer them. With their strong focus on education, all concerns are welcome and will be given their undivided attention.
It’s never too late to improve your situation, but you do have to start. Contacting a financial advisor is the first step to financial health and wealth.
Registered Representative of World Capital Brokerage, Inc., Investment Advisory Representative of World Capital Brokerage Advisory Services, 888-742-0631, Member FINRA/SIPC, custodial services through BNY Mellon-Pershing
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