Safety First Retirement

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 t

he 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

09/03/2026

While you're working, inflation is frustrating, but there's a raise, a promotion, extra hours.

In retirement, income gets a lot more fixed. Expenses don't.

09/01/2026

The Debt Snowball method, popularized by Dave Ramsey, is an easy way to manage debt, especially when heading into retirement.

Blended families can make retirement and estate planning a little more complicated, but preparing early is the key.When ...
08/31/2026

Blended families can make retirement and estate planning a little more complicated, but preparing early is the key.

When there are children from previous relationships, multiple assets, and different family goals, it's important to make sure everyone understands the plan.

In our latest episode of Blue Collar Retirement, we discuss beneficiary designations, protecting a surviving spouse, preserving inheritances, trusts, and other considerations for blended families.

📺 Watch here:

Welcome to our Blue Collar Retirement series, where we break down r...

In our latest Blue Collar Retirement video, we break down inflation risk, why it matters over a retirement that could la...
08/28/2026

In our latest Blue Collar Retirement video, we break down inflation risk, why it matters over a retirement that could last decades, and how balancing stability, growth, and inflation protection can play a role in your retirement strategy.

🎥 Learn more and watch the full video at: https://youtu.be/pzh_5OPfcW0

08/27/2026

Have you walked into the grocery store lately and have been shocked by the cost of things lately?

That feeling has a name. And over a full retirement, it's more powerful than most people realize.

There's no perfect number to save for in your retirement. But planning NOW can significantly help you understand your fi...
08/26/2026

There's no perfect number to save for in your retirement. But planning NOW can significantly help you understand your finances and your goals for the future.

Ready to get started? Call our office (412) 772-8575 or schedule a discovery call for a time that fits best:
https://safety1stretirement.com/discovery-call/

08/25/2026

Wondering which debts actually cause the most trouble in retirement?

It's usually not the mortgage. It could be the balance charging you 20%+ while you're living on a fixed income.

08/24/2026

Inflation can quietly reduce the purchasing power of your retirement savings, especially when retirement lasts 20, 25, or even 30 years.

In this video, we explain how inflation can affect your retirement income, healthcare costs, savings, and lifestyle, and why protecting your purchasing power is just as important as protecting your money.

📺 Watch here: https://www.youtube.com/watch?v=pzh_5OPfcW0

Retirement planning doesn’t have to feel overwhelming or confusing. Whether you’re approaching retirement, already retir...
08/21/2026

Retirement planning doesn’t have to feel overwhelming or confusing. Whether you’re approaching retirement, already retired, or simply looking for a second opinion, a conversation can help you better understand your options and next steps.

If you have questions about income planning, Social Security, estate planning, or overall retirement strategy, we’re here to help. 🙌

Looking for a retirement strategy that considers the full picture? Call (412) 772-8575 or schedule a discovery call:
https://safety1stretirement.com/discovery-call/

08/20/2026

Not all investments move the same way.

Diversification can help spread risk across different investments, making your portfolio less dependent on the performance of any one company or sector.

Retirement investing isn't about choosing between growth and safety. It's about finding the right balance for both.

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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