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

Safety First Retirement

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United States
Lower Burrell, PA
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

06/04/2026

Think trusts are only for wealthy families?

In reality, trusts are simply tools that may help people achieve specific estate planning goals.

06/02/2026

At some point, retirement account withdrawals stop being optional.

Here's a quick explanation of what an RMD is and why it matters.

06/01/2026

How much money do you need to retire? 🤔

The answer is different for everyone. Your lifestyle, goals, expenses, and retirement timeline all play a role in determining what "enough" looks like.

05/29/2026

One of the biggest surprises in retirement? Your taxes may not go down. Here’s why retirement income can still create a tax bill long after your working years are over.

05/28/2026

Estate planning isn’t just about assets — it’s about protecting your family, your wishes, and your future. Here’s a quick overview of why it matters. 🏠

05/27/2026

Annuities can play an important role in creating predictable retirement income. Here’s a simple breakdown of what they are and why some retirees use them. 💡

Watch the full video by visiting: https://www.youtube.com/

05/26/2026

This is one of the most common questions we hear.

Saving is just the first step. The real challenge is creating a strategy that turns those savings into reliable, lasting income. That’s where planning makes all the difference.

Need help building your income strategy? Schedule a discovery call by calling (412) 772-8575 or visit:
https://safety1stretirement.com/discovery-call/

05/25/2026

Today, we honor and remember those who made the ultimate sacrifice for our country. Their service and dedication allow us the freedoms we have today. We take a moment to reflect, remember, and express our gratitude. ❤️

05/21/2026

Many people assume Medicare will cover everything, but that’s not always the case. Planning ahead for healthcare costs can help protect your savings and give you peace of mind down the road.

Need help building that into your plan? Schedule a discovery call by calling (412) 772-8575 or visit:
https://safety1stretirement.com/discovery-call/

05/19/2026

Not sure where to start with your retirement plan? A discovery call is a simple, no-pressure way to get clarity.

We’ll talk through your goals, where you are today, and what steps you can take moving forward, so you can feel more confident about your future.

Schedule your discovery call by calling (412) 772-8575 or visit:
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

Website

https://safety1stretirement.com/discovery-call/, https://www.youtube.com/@safetyfirstretirement2353

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