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
-
Most Grocery Shoppers Aren’t Fooled by Shrinkflation
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
-
REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
-
On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
-
HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.