Chosen Advisory Group

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Chosen Advisory Group OUR MISSION is to develop enduring relationships with our clients by providing expert guidance.

Our October monthly webinar is happening tonight at 7:00 p.m. EST!Join us as we walk through the Chosen Advisory Group E...
10/20/2026

Our October monthly webinar is happening tonight at 7:00 p.m. EST!

Join us as we walk through the Chosen Advisory Group End-of-Year Financial Planning Checklist and some of the areas worth reviewing before the year comes to a close.

We’ll cover income and tax projections, employer benefits and open enrollment, investment considerations, cash flow and debt, estate and beneficiary updates, major life changes and their financial implications, important year-end deadlines, and more.

As always, there will be time for questions and open discussion.

There’s still time to join us tonight. To register, please email [email protected].

You spend decades saving for retirement. Eventually, the question changes from “How much can I accumulate?” to “How do I...
10/16/2026

You spend decades saving for retirement. Eventually, the question changes from “How much can I accumulate?” to “How do I make what I’ve built last?”

That shift brings a different set of considerations. Creating sustainable income, planning for healthcare costs, navigating market changes, accounting for taxes, and determining how much you can comfortably spend all become part of the conversation.

National Retirement Security Month is a reminder to think beyond getting to retirement and start planning for the decades that may come after it.

Because the goal isn’t simply to retire. It’s to have the confidence and flexibility to keep living the life you planned for.

Our October monthly webinar is all about making sure your financial plan is ready for year-end.Join us for the Chosen Ad...
10/13/2026

Our October monthly webinar is all about making sure your financial plan is ready for year-end.

Join us for the Chosen Advisory Group End-of-Year Financial Planning Checklist, where we’ll walk through some of the key areas worth reviewing before the calendar turns to a new year.

We’ll cover income and tax projections, employer benefits and open enrollment, investment considerations, cash flow and debt, estate and beneficiary updates, major life changes and their financial implications, important year-end deadlines, and more.

Whether this year brought significant changes or things have stayed relatively consistent, year-end is an opportunity to identify what may need attention while there is still time to act.
Join us on the third Tuesday of October at 7:00 p.m. EST. As always, there will be time for questions and open discussion.

To register, please email [email protected].

Tonight, we’re giving you a look behind the scenes at Chosen Advisory Group. Join Brianna, Andrew, and Sean for our mont...
09/15/2026

Tonight, we’re giving you a look behind the scenes at Chosen Advisory Group. Join Brianna, Andrew, and Sean for our monthly webinar as they share more about the work our team does and some of the considerations that go into strategizing for our clients.

They’ll discuss how different pieces of a financial plan come together, what our team considers throughout the planning process, and how we work together to support our clients and their goals.

As always, there will be time for questions and open discussion.
There’s still time to join us tonight. To register, please email [email protected].

This month’s webinar is going to look a little different. Join us as Brianna, Andrew, and Sean take you behind the scene...
09/08/2026

This month’s webinar is going to look a little different. Join us as Brianna, Andrew, and Sean take you behind the scenes at Chosen Advisory Group to share more about the work our team does and how we approach financial planning for our clients.

They’ll discuss some of the considerations that go into developing a financial strategy, how different areas of a financial plan work together, and what our team is thinking about behind the scenes as we help clients navigate financial decisions.

It’s also a chance to get to know more of the team and hear directly from the people who play an important role in supporting our clients and their plans.

As always, there will be time for questions and open discussion.
To register, please email [email protected].

For many entrepreneurs, the business isn't just what they do. It's what they've spent years building, protecting, and sa...
08/27/2026

For many entrepreneurs, the business isn't just what they do. It's what they've spent years building, protecting, and sacrificing for.

That's why succession planning is about more than deciding who takes over. It's about preserving the value of what you've created, protecting the people who depend on it, and ensuring your life's work continues to support the future you envision.

The strongest succession plans aren't built when you're ready to leave. They're built while you still have the opportunity to shape what comes next.

Retirement planning has evolved.Today, building a successful retirement strategy often means thinking beyond investments...
08/21/2026

Retirement planning has evolved.

Today, building a successful retirement strategy often means thinking beyond investments alone. How and when you withdraw income, the tax implications of different accounts, and coordinating your retirement income sources can all have a meaningful impact on your long-term financial picture.

A thoughtful retirement income strategy isn't just about growing your wealth. It's about preserving it, using it efficiently, and creating a plan that supports the lifestyle you've worked so hard to achieve.

If it's been a while since you've reviewed your retirement strategy, now is a great time to make sure it still aligns with your goals.

What if financial planning isn't really about retirement?In our educational session this week, we explored a simple but ...
08/19/2026

What if financial planning isn't really about retirement?
In our educational session this week, we explored a simple but powerful idea:

Financial planning is about creating options.
One case study featured a couple in their late 40s experiencing burnout. They wanted to know if they could take a five-year sabbatical, travel, spend more time together, and still stay on track financially.
Through planning, we found they could.

Another case study focused on a couple in their 30s who consistently save and invest about 30% of their income. Their goal isn't necessarily early retirement. It's having the freedom to choose a different path later in life, whether that's mission-driven work, more family time, reduced stress, or retiring early.

The common theme?

Financial independence isn't just about stopping work.

It's about having the flexibility to:

- Take a career break
- Change careers
- Spend more time with family
- Travel more
- Pursue a passion project
- Give back to causes you care about

The numbers matter. The analysis matters.

But the purpose behind the plan matters most.

Thank you to everyone who joined the conversation.

We host these educational sessions on the third Tuesday of every month at 7 PM ET. Our next session is September 15th, and we'd love to have you join us.

A reminder that our August monthly webinar is happening tonight at 7:00 p.m. EST.Tonight's conversation is all about des...
08/18/2026

A reminder that our August monthly webinar is happening tonight at 7:00 p.m. EST.

Tonight's conversation is all about designing your financial life around freedom, not income. We'll discuss how thoughtful financial planning can help you move beyond simply earning more and instead create a strategy that supports the life you want to live.

Whether you're working toward greater flexibility, preparing for retirement, or looking to make more intentional financial decisions, we hope you'll join us for an engaging discussion and live Q&A.

There is still time to register using the link below. We look forward to seeing you tonight.

The biggest retirement surprise often has little to do with your finances.For many people, retirement means stepping awa...
08/14/2026

The biggest retirement surprise often has little to do with your finances.

For many people, retirement means stepping away from the routine, relationships, and sense of purpose that a career has provided for decades. While financial preparation is essential, preparing for how you'll spend your time can be just as important.

The most fulfilling retirements are often built with intention. They include meaningful relationships, new experiences, personal passions, and a vision for what this next chapter of life can look like.

At Chosen Advisory Group, we believe a successful retirement plan goes beyond the numbers. It's about creating the freedom and confidence to enjoy the life you've worked so hard to build.

If you're beginning to think about what retirement could look like, we'd love to help you build a plan that supports both your financial goals and the life you envision.

Address

600 Grant Street Suite 3550
Pittsburgh, PA
15219

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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