Joe Matusz
WELCOME TO GOLDEN TRIANGLE FINANCIAL SERVICES. WE ARE AN INDEPENDENT, FULL SERVICE FINANCIAL CONSULTING FIRM THAT PROVIDES:
FINANCIAL PLANNING -- WE OFFER A PERSONAL AND CARING APPROACH THAT HELPS IN GETTING A CLEAR PICTURE ON YOUR OVERALL FINANCIAL SITUATION AND GOALS . WE REALLY LISTEN !
INVESTMENT CONSULTING -- TODAY'S INVESTMENT CLIMATE OFFERS UNPRECEDENTED OPPORTUNITIES AND OUR MISSION IS TO HELP YOU TAKE ADVANTAGE OF THOSE OPPORTUNITIES.
RISK MANAGEMENT -- WE TAKE A COMPREHENSIVE LOOK AT ALL THE FACTORS THAT MAY LEAVE YOU AND YOUR FAMILY VULNERABLE TO UNEXPECTED HAPPENSTANCE, INCLUDING REVIEWING LIFE INSURANCE, DISABILITY COVERAGE, AND LONG TERM CARE.
ESTATE CONSERVATION -- OUR ESTATE PLANNING ATTORNEY HAS THE KNOWLEDGE AND EXPERIENCE TO HELP YOU PREPARE THE RIGHT ESTATE PLAN FOR YOU. THIS IS THE ONLY SPECIALTY SHE CONCENTRATES ON.
RETIREMENT PLANNING -- A CONCERN FOR MOST AMERICANS. THIS IS AN AREA THAT WE SPECIALIZE IN. WHETHER YOU ARE JUST GETTING STARTED, OR YOU ARE PLANNING TO RETIRE IN THE VERY NEAR FUTURE, OR YOU ARE ALREADY RETIRED, WE CAN HELP PROVIDE THE GUIDANCE YOU NEED TO MEET YOUR RETIREMENT GOALS.
YOU'LL FIND A WEALTH OF FREE INFORMATION IN THE FORM OF NEWSLETTER ARTICLES, CALCULATORS, AND RESEARCH REPORTS ALONG WITH SOME IMPORTANT AND PERTINENT WEB-SITE LINKS. FEEL FREE TO BROWSE OUR SITE AND WE HOPE IT WILL ANSWER YOUR QUESTIONS OR STIMULATE YOUR INTEREST.
THANK YOU FOR VISITING OUR SITE AND IF THERE ARE ANY QUESTIONS YOU CANNOT FIND AN ANSWER FOR, OR IF YOU WOULD LIKE TO SCHEDULE A COMPLIMENTARY MEETING WITH JOE, THEN PLEASE CALL US AT: (412) 824-8888
WE CAN ALSO BE CONTACTED BY EMAIL AT: JJM@THINKPWM.COM
Newsletters
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ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
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Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.