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Services

How I Work

Scanlon Wealth Management specializes in helping individuals develop sound retirement strategies. If you are retired – or thinking of retirement – please take the time to explore our website and the wealth of information I offer. I offer personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

I understand the many challenges of retirement today and know the biggest concern for many is outliving their money. I focus on money management, as well as other issues that are critical to your financial well-being.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Financial Planning

Retirement Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Other Services

Insurance Analysis

Annuity Analysis

Tax Analysis

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.


jim.scanlon@scanlonwealth.com |  (412) 478-5123