Business Details
12 Years
experience
Your Trusted Partner for Financial Planning Solutions
At The Estate & Retirement Planning Center, we are dedicated to helping individuals and families achieve their ideal retirement through personalized financial strategies. As a fiduciary retirement planning firm, we prioritize our clients' best interests, offering comprehensive services including estate planning, tax-free income strategies, and safe money investing. Our team of certified professionals brings decades of combined experience, ensuring clients receive tailored solutions that align with their unique goals.We are committed to transparency, ethical practices, and ongoing education, empowering clients to make informed decisions about their financial future. With a focus on building long-term relationships, we guide clients through every stage of retirement planning, from asset protection to legacy creation.
Services
Retirement Planning
Estate Planning
Tax-Free Income Strategies
Asset Protection
Safe Money Investing
Details
- Year established: 2014
Highlights and features
- We act as legal fiduciaries, always prioritizing your best interests.
- Our team offers 40+ years of combined experience in financial and estate planning.
- We provide unbiased advice, unaffiliated with specific investment product families.
- We specialize in tax-efficient strategies for retirement and legacy planning.
- We offer comprehensive education through workshops, media appearances, and publications.
Associations and certifications
- SEC Registered Investment Adviser
Services
Retirement Planning
We design customized retirement income plans to ensure financial security throughout your golden years. Our strategies focus on tax efficiency, asset preservation, and sustainable withdrawals. Clients receive ongoing guidance to adapt to changing life circumstances and market conditions.
Estate Planning
Our estate planning services protect your legacy through wills, trusts, and advanced directives. We collaborate with legal experts to minimize tax liabilities and ensure smooth asset distribution. Regular reviews keep plans aligned with evolving laws and personal goals.
Tax-Free Income Strategies
We implement tax-advantaged vehicles like IRAs, annuities, and life insurance to create tax-free income streams. Our approach balances immediate needs with long-term tax efficiency, maximizing disposable income during retirement.
Asset Protection
We safeguard clients' assets through insurance products, legal structures, and diversified investments. Our strategies defend against market volatility, healthcare costs, and unexpected liabilities while maintaining growth potential.
Safe Money Investing
We utilize fixed and indexed annuities to provide principal protection with growth opportunities. These instruments offer predictable returns while mitigating exposure to market downturns, ideal for risk-averse investors.
People
Tom Eaglehouse
Founder & Fiduciary Retirement Planner
Tom Eaglehouse is a nationally recognized financial strategist with 20+ years of experience. He is a best-selling author, media personality, and creator of The Elder Care Atlas. He specializes in fiduciary retirement planning and estate strategies.
Gregory C. Moore
Elder Law and Tax Attorney
Gregory Moore is a 40+ year attorney specializing in estate and tax planning. He is a former lecturer at Saint Vincent College and active member of the Pennsylvania Bar Association. He provides legal expertise for complex estate matters.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including income strategies, tax-free investing, asset protection, and estate planning tailored to individual goals.
Are you legally required to act in my best interest?
Yes, as SEC-registered investment advisers, we have a fiduciary duty to always prioritize our clients' best interests in all recommendations.
How do you approach estate planning?
We collaborate with legal experts to create customized estate plans using trusts, wills, and tax-efficient strategies to protect and transfer your legacy.
What areas do you serve?
We primarily serve clients in Irwin, Greensburg, and Pittsburgh, Pennsylvania, with virtual consultations available nationwide.
Can you help with tax-free income strategies?
Yes, we specialize in tax-advantaged products like annuities and life insurance to create sustainable, tax-free income streams for retirement.
