Real People.

Real Solutions.

Whether you’re ready to retire or just getting started, selling a business, or experiencing a life-changing event, we’re here to help. We’ll work with you to determine, navigate, and achieve your goals.

OUR 3 MEETING PROCESS


We begin every new client conversation
with three meetings.

Assess

Assess

In our first meeting, we will get to know each other. You will meet our team and learn about our philosophy, services, and cost structure. We take this time to get to know you, discuss your financial situation and your priorities. We offer an individualized approach to retirement planning and investment management, and we are happy to provide insight on any financial topics that are of interest to you.

Plan

Plan

In our second meeting, we will present a draft of your plan. A good financial plan incorporates all aspects of your life: from investments, to taxes, to estate planning.  Utilizing our robust planning software, we can simulate how various financial scenarios and decisions have to your financial well-being.

 

 

Implement

Implement

At the third meeting we will compare our recommendations to your current investments and explain our rationale for any proposed change. We will also offer a range of financial planning topics that are tailored to your specific needs and goals. You can take time at this meeting to ask us additional questions and to ensure that all of your concerns are addressed before taking the next step. If you decide to hire GA, we can begin implementing your plan as soon as you are ready.

WE BELIEVE LIFE IS
BETTER WHEN YOU’VE
PLANNED FOR IT


This shared belief brought us together to forge our independent Practice, and our Principals have over 90 years of combined experience helping clients reach, maintain, and even exceed their ultimate financial goals.

Stephen W. Gierl, CFP®
Principal

Gary E. Augustine
Principal

Tim Augustine, CFP®️
Principal

Ryan L. Warheit
Financial Advisor

Dave King
Financial Advisor

Cassidy Schmidt
Financial Advisor

Kim Belfield
Director of First Impressions

Kelli L. McAninch
Operations/Client Relations Manager

Susanne H. Gierl
Director of Technology

John J. Harford, Jr.
Health Insurance Specialist

Seven Fields
310 Seven Fields Blvd. #161
Seven Fields, PA 16046

Pittsburgh
(Satellite Office)
1382 Old Freeport Road, #2BR
Pittsburgh, PA 15238