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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Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.