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

Retirement is about more than just money saved. it's about the life you want to live! Whether it's traveling, spending t...
10/26/2026

Retirement is about more than just money saved. it's about the life you want to live! Whether it's traveling, spending time with family, or enjoying new hobbies, your “why” matters.

What's your biggest retirement goal? Tell us in the comments! 👇

10/23/2026

⭐ Have you enjoyed working with Safety First Retirement? We'd love to hear about your experience!

Your feedback means a lot to our team and may help someone else take their first step toward retirement planning. Leaving a Google Review is simple and quick:

Post a review to our profile on Google

Have your healthcare needs changed? Are you unsure whether your current plan is still the right fit? You don't have to n...
10/21/2026

Have your healthcare needs changed? Are you unsure whether your current plan is still the right fit? You don't have to navigate your options alone.

Reach out to Safety First Retirement! Our team can help you understand your options and point you in the right direction as you review your retirement and healthcare needs.

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

10/20/2026

Blended families face retirement questions that don't come up otherwise.

How are expenses shared? What if one spouse retires years before the other? How are inheritances treated? What's still owed to adult children or grandchildren? The earlier these come up, the easier the plan is to build.

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. 💚 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.

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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