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

11/03/2026

Retirement planning in your 20s isn't really about investing. It's about habits.

Make a budget. Build an emergency fund. Pay bills on time. Skip the high-interest debt.

Have questions about retirement? Looking for simple, easy-to-understand education? Check out our Blue Collar Retirement ...
11/02/2026

Have questions about retirement? Looking for simple, easy-to-understand education? Check out our Blue Collar Retirement series on YouTube!

Watch now and subscribe:

Safety First Retirement helps individuals and families better understand retirement through simple, practical education. Our Blue Collar Retirement series explains retirement topics like annuities, Social Security, and income planning in clear, easy-to-understand terms. Subscribe for straightforward...

Rising costs, unexpected healthcare expenses, market downturns, and taxes can all affect your retirement. You can't pred...
10/30/2026

Rising costs, unexpected healthcare expenses, market downturns, and taxes can all affect your retirement. You can't predict every surprise, but you can plan for potential risks. Don't let these retirement worries "haunt" your future! 🎃

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

10/29/2026

One of the kindest things spouses can do for each other is stay organized.

We worked with a widow who came to our first several meetings carrying two full bags of paper: including statements from a bank that had closed 30 years earlier. She didn't know what they had or where it was.

10/27/2026

In your 20s, retirement is 40 years away. So why think about it now?

Because time is the one advantage you have that nobody older can buy. Could you retire at 55? It's possible, but the plan starts now.

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.

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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