Business Details
Your Trusted Financial Advisers for Retirement Planning in Renfrew, PA
Accurate Solutions Group has been dedicated to helping individuals and families achieve their retirement goals since its founding. Our team of experienced financial professionals specializes in retirement income planning, investment management, and tax-efficient strategies. We utilize our proprietary Retirement Blueprint process to address critical areas including income planning, asset protection, and legacy planning. With decades of combined experience in the financial services industry, our advisors hold advanced licenses including Series 65 certifications and maintain active roles in community service initiatives.Our approach combines personalized service with comprehensive financial solutions, serving clients throughout Pennsylvania and beyond. We prioritize long-term relationships built on trust, transparency, and ethical practices, as evidenced by numerous client testimonials highlighting our exceptional service quality and commitment to client success.
Services
Retirement Income Planning
Investment Management
Tax-Efficient Strategies
Annuities
Legacy Planning
Highlights and features
- We offer 30+ years of experience in retirement income planning and investment management
- Our proprietary Retirement Blueprint process addresses all critical aspects of retirement planning
- Team includes Series 65 licensed professionals with extensive industry certifications
- Proven track record of client satisfaction with personalized financial strategies
- Active community involvement and commitment to ethical financial practices
Associations and certifications
- Registered Investment Advisory Firm CRD #292445
What people say
Exceptional team
Breath of fresh air
Highest integrity
Peace of mind
Top-notch organization
Services
Retirement Income Planning
Our Retirement Blueprint process creates customized income plans addressing monthly retirement needs, tax-efficient withdrawals, and long-term sustainability. We combine investment management with insurance products to ensure consistent cash flow throughout retirement. Our approach considers market volatility, healthcare costs, and legacy goals while maintaining tax efficiency.
Investment Management
We develop diversified investment portfolios aligned with retirement objectives and risk tolerance. Our strategies focus on capital preservation while pursuing growth opportunities through various market conditions. Services include asset allocation, portfolio rebalancing, and performance monitoring to help maintain financial stability throughout retirement years.
Tax-Efficient Strategies
Our tax optimization strategies minimize retirement account withdrawals' tax impact while maximizing Social Security benefits. We implement Roth IRA conversions, tax-loss harvesting, and other techniques to create sustainable income streams. These strategies help preserve wealth for both retirement living expenses and legacy planning purposes.
Annuities
We offer fixed annuities that provide guaranteed income streams for life while protecting principal from market volatility. Our annuity solutions help address longevity risk and create stable income foundations for retirement. We work with multiple insurance carriers to find appropriate solutions tailored to individual needs.
Legacy Planning
Our legacy planning services help preserve wealth for future generations through strategic asset transfers and charitable giving options. We coordinate with legal professionals to implement effective estate planning tools including trusts and beneficiary designations. The goal is to ensure assets are distributed according to clients' wishes while minimizing tax implications.
People
Curt Knotick
CEO and Financial Adviser
With 35+ years in financial services, Curt founded Accurate Solutions Group in 1989. He holds Series 65 licensing and hosts the 'Your Retirement Blueprint' radio show. Curt focuses on income, tax, and estate planning while maintaining active community involvement through charity work.
Ethan Lane
Financial Adviser
Ethan joined ASG in 2015 with Series 65 and insurance licenses. He co-hosts 'Your Retirement Blueprint' radio show and specializes in creating personalized retirement strategies. He graduated from Grove City College with a business management degree and emphasizes ethical financial practices.
Christine Knotick
Co-Founder/Events Coordinator
Christine has been with Accurate Solutions Group since its inception. She coordinates client events and special projects while maintaining SEC compliance requirements. With extensive experience in client relations, she focuses on building lasting relationships through exceptional service and community engagement.
Dawn Link
Assistant CCO, Client Services
Dawn brings 35+ years of wealth management experience to ASG. She handles SEC compliance, staff training, and client service operations. A licensed insurance agent and Pennsylvania notary, she focuses on ensuring clients' needs are met through personalized financial solutions and support.
Bobbi Bradley
Client Service Specialist
Bobbi has 20+ years in treasury services and customer service. She manages day-to-day operations and client transitions while serving as a Pennsylvania notary. Her focus is cultivating long-term client relationships through exceptional support and personalized financial service delivery.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including income strategies, investment management, tax-efficient withdrawals, healthcare planning, and legacy solutions through our Retirement Blueprint process.
How do you help clients with tax-efficient strategies?
We implement Roth IRA conversions, tax-loss harvesting, and optimized withdrawal strategies to minimize tax liabilities while maximizing retirement income sustainability and longevity.
What makes your firm different from other financial advisors?
Our personalized Retirement Blueprint process combines investment management with insurance solutions, focusing on long-term relationships built on ethical practices and community involvement.
Do you offer investment management services?
Yes, we create diversified portfolios aligned with retirement goals, offering ongoing monitoring, rebalancing, and performance tracking to help maintain financial stability throughout retirement.
How can I schedule a consultation?
Contact us at 724.287.4071 or use our online scheduling tool to arrange a free initial consultation with one of our experienced financial advisors.
Are you involved in community service?
Yes, we actively organize charity outreaches and our team participates in local community initiatives, reflecting our commitment to serving both clients and the broader community.
Reviews (1)
David Christy
Jul 17, 2019
Report
ASG is all about establishing relationships with their clients. After being involved with two other brokerage companies for many years, ASG is a breath of fresh air to deal with. Yes, they recieve a fair compensation for their efforts, but in the end my wife Donna and I feel we are paid back in several ways, both tangible and intangible. Their staff are tremendous. A first class organization.
