Dusty Thompson

At Hefren-Tillotson, we define who we are by how well we understand who you are. It’s that simple.

Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen.

Over the decades, we’ve seen countless children grow up and go to college.

We’ve helped to provide secure retirement plans for clients who become like family to us.

We’ve watched your businesses take off, helped you stay the course during difficult times and celebrated your life’s milestones the best way we know how: by offering sound, meticulous financial advice all along the way.

Today Hefren-Tillotson is one of the oldest and largest full-service wealth management firms headquartered in Western Pennsylvania.

Attention to detail and unwavering client service is how we built our family-owned business. It’s how we do business today. It’s in our DNA and will always be a part of who we are.

We have found that most of our clients value the holistic approach that we employ with our planning process.

You too may have many voices telling you many different ways to maximize your opportunities and minimize your risks. You probably have different resources for each aspect of your finances.

Hefren-Tillotson is unique in the way that we can bring all these separate areas together to build a customized road map to help you get where you want to go. We call it the MASTERPLAN.

Not sure if you do/will have enough to retire comfortably? Uncertain of exactly where you are invested, why, and how much it is costing you? Paying too much in taxes? Less than positive that your family would be OK if something happened to you?

These are just a few of the questions that we answer with the MASTERPLAN.

Regardless of what phase you are currently in, you may benefit from a fresh perspective.

Scot and Dusty Thompson are a father and son team at Hefren-Tillotson. They utilize the MASTERPLAN process to help their clients accomplish what is most important to them.

To ask questions or schedule a meeting, they can be reached at 724-283-3788 or at Dusty.Thompson@Hefren.com.

This article was submitted by Hefren-Tillotson.