Howard L. Shear,CLU,ChFC 

CONNECT

Address:

2520 Mosside Blvd, Suite 4
Monroeville, PA 15146

Phone:

412-374-9219

Fax/Other:

412-372-2019

Our Services

We partner with our clients to assist in making informed decisions that are in their best interest

Financial Planning                                 

 

  • Comprehensive financial plans that illustrate where you are today, where you want to be, and what steps need to be taken to help get you there —and keep you there
  • Topics include retirement, estate, and college planning, as well as risk management needs

 

Wealth Manangement                                            

 

  • Portfolio construction using a holistic approach consistent with your risk tolerance, needs, and time horizon
  • Continual monitoring and review

Pension Consulting

  • 401(k) 
  • Defined Benefit 
  • Profit Sharing
  • Simple IRA
  • SEPP 
  • 403(b)
  • 457 (b) & (f) 
  • Non-Qualified Deferred Compensation

 

Risk Management 

 

  • Minimize loss due to premature death, disability, and long term care with appropriate insurance, if necessary

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck