Safety First Retirement

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Safety First Retirement Your personal partners in protecting, growing and preserving your estate and insuring your retirement dreams. Now with 6 locations to serve you!

1. Butler
5.

Our goal is to protect the assets that your family has worked hard to build and ensure safety in your retirement years. We custom design plans to meet your unique needs offering assistance with retirement planning, estate planning, health insurance, tax advisory, and estate settlement support. With a team that includes attorneys, tax accountants, and estate and investment advisors we can provide the broad based approach that active retirees need. Safety First Retirement: Your personal partners in protecting, growing and preserving your estate. Lower Burrell
2. Fox Chapel
3. Kittanning
4. Upper Saint Clair
6. Zelienople

10/15/2026

How much have you saved? Are you contributing regularly? Are you on track?

If you're behind, don't panic. Once you turn 50, many retirement accounts allow catch-up contributions — a chance to boost savings during your highest-earning years.

Behind every retirement plan is a person, a family, and a future they're working toward. Our team is proud to help famil...
10/14/2026

Behind every retirement plan is a person, a family, and a future they're working toward. Our team is proud to help families across Western Pennsylvania navigate the many pieces of retirement planning, from income and investments to Medicare, taxes, estate planning, and more.

We're grateful for the trust our clients place in us every day. đź’š Thank you for allowing us to be part of your retirement journey.

10/13/2026

One of the biggest questions is whether to stay in the family home. There's no universal answer.

Some stay because it's affordable and steady during a hard stretch. Others find that downsizing makes more sense. The key thing is that it usually doesn't have to be decided right away.

Saving for retirement and creating retirement income are two different pieces of the puzzle. 🧩A retirement income plan l...
10/12/2026

Saving for retirement and creating retirement income are two different pieces of the puzzle. 🧩

A retirement income plan looks at your available resources and helps you understand how they can work together to support your lifestyle once your regular paycheck stops. Social Security, investments, pensions, annuities, and other income sources may all play a role.

Want to talk through your retirement income strategy? Call (412) 772-8575 or schedule a Discovery Call: https://safety1stretirement.com/discovery-call/

At Safety First Retirement, our approach is built around a few things we believe shouldn't change. These are four promis...
10/09/2026

At Safety First Retirement, our approach is built around a few things we believe shouldn't change. These are four promises we make to the families we work with.

Learn more about our approach by calling our office at (412) 772-8575 or schedule a Discovery Call: https://safety1stretirement.com/discovery-call/

10/08/2026

Most estate planning problems don't start with the documents. They start with assumptions.

One person assumes everyone knows their wishes. The children assume certain things are coming to them. A spouse assumes they'll have full control. Clear communication matters as much as the paperwork.

In your 20s, it's easy to think that you don't have to start thinking about retirement, since it's 40 years away. But th...
10/07/2026

In your 20s, it's easy to think that you don't have to start thinking about retirement, since it's 40 years away. But the earlier you start planning, the more your future self will thank you.

Have someone in your family who is in their 20s and needs a push to start thinking about their financial future? Have them check out our recent Blue Collar Retirement episode: https://www.youtube.com/watch?v=BDobTIYUC44

10/06/2026

Do you have an exact day you plan to retire? A lot of people do! đź“…

Others just know "someday." At 60, it's worth narrowing it down. 62? 65? 67? Your date affects nearly every other financial decision you'll make.

Retirement planning can feel overwhelming when you’re not sure what questions to ask or where to begin. That’s what a Di...
10/05/2026

Retirement planning can feel overwhelming when you’re not sure what questions to ask or where to begin. That’s what a Discovery Call is for. It’s an opportunity to talk through your goals, questions, and where you currently stand.

Ready to get started? Call our office at (412) 772-8575 or schedule a Discovery Call: https://safety1stretirement.com/discovery-call/

Retirement planning involves more than simply knowing how much you've saved. Your income, investments, Social Security, ...
10/02/2026

Retirement planning involves more than simply knowing how much you've saved. Your income, investments, Social Security, taxes, healthcare, insurance, and legacy goals can all play a role in your overall retirement strategy.

At Safety First Retirement, our goal is to help you look at the bigger picture and create a strategy around your individual goals and circumstances.

Want to learn more about how we can help? Visit our website or schedule a Discovery Call: https://safety1stretirement.com/discovery-call/

Address

3058 Leechburg Road, Suite #1
Lower Burrell, PA
15068

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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