Adair Financial Planning

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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(412) 429-4770Call Visit WebsiteVisit Website Map & DirectionsDirections2275 Swallow Hill RdPittsburgh, PA 15220 Write a ReviewWrite Review

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Mon - Fri:	9:00 am - 6:00 pm

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General Info: Adair Financial Group provides a customized plan spanning wealth management, tax reduction strategies, asset protection, and estate transition planning. All of Adair Financial Groupâ??s clientâ??s needs are addressed in a collaborative fashion.
Other Link: website
Categories: Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Insurance, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Taxes-Consultants & Representatives

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Phone: (412) 429-4770

Address: 2275 Swallow Hill Rd, Pittsburgh, PA 15220

Website: website

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Adair Financial Planning

Tax Planning
Before joining Adair Financial Group, Heather held a series of senior positions at a top-tier investment firm, where she specialized in stocks, bonds, mutual funds, and variable tax annuities. She also has a unique perspective on tax planning, having worked in accounting for several years.

Mutual Funds
Bonds
Wealth Management
In 2004, Brian Adair founded Adair Financial Group, LLC, based on his holistic philosophies of wealth management planning and preservation. Adair Financial Groupâ€™s growth is unparalleled, providing a distinct contrast to current asset gathering financial planning firms. Brianâ€™s collaborative planning approach with leading law and CPA firms is resolute in its commitment to include the multiple disciplines of finance, law and accounting. Adair Financial Group has earned a national reputation for high standards and business ethics.

Accounting Services

Financial Planning
Reynoldsâ€™ comprehensive financial planning expertise complements his knowledge of the aforementioned services. Without proper planning and professional guidance, many families are at risk of being taken advantage of and losing what they have worked so hard for. Reynolds began his career in the settlement planning business in 2004 when an attorney asked for help creating an income stream for his disabled claimant. Reynolds began working with those injured as a result of auto accidents, defective products, wrongful death actions, and mass tort actions. Attorneys now rely on Reynolds to attend mediations, listen to their clients express unique wants and needs, educate them about the options available, and craft personalized plans for their clients.
Retirement Planning
Annuities
Long Term Care
By using advanced estate and financial planning techniques, our specialists afford our clients the opportunity to clearly define how assets are to be allocated, trust funds established, and charitable donations made. In addition, we evaluate long-term care and health needs. Adair Financial Group has consulted on 100+ elder law cases and continues to work with the top elder law and estate planning firms in the country.
Asset Protection
Adair Financial Group provides a customized plan spanning wealth management, tax reduction strategies, asset protection, and estate transition planning. Our approach analyzes the investment, insurance, legal, and tax implications, resulting in a comprehensive perspective to managing finances for today and the future. All of Adair Financial Groupâ€™s clientâ€™s needs are addressed in a collaborative fashion. We have taken this approach with over a thousand families nationwide and continue to believe that working with our clients to incorporate a personalized, synergistic plan that involves their trusted attorney and tax professional, provides for the best overall results.

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