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Families & Individuals

families
Santori & Peters, inc.

Families & Individuals

No matter what phase of your life you are in —

Wealth Transfer: Careful planning to pass on your wealth for the positive benefit of the people you love requires the expertise of trusted advisors.
Wealth Preservation: A dynamic wealth preservation strategy means that you successfully enjoy, protect, and preserve your lifestyle while maintaining your financial independence, free of worry.
Wealth Accumulation: A proven wealth accumulation strategy and collaboration with a trusted advisor from Santori and Peters will put you on the road to success.

With our help, your family will:

  1. Have a legacy that will last
  2. Get clear on your values and what matters most to you as a family
  3. Define what you want to be known for beyond just your success and money
Case Studies

We often work with really awesome families who no matter how much money they have, still worry if they have enough to live the life that they want to live.

When we first met with “Mr. and Mrs. Smith” who lived just outside of Pittsburgh where they raised their 5 kids, worked for a few national firms, and were looking to retire in a few years.

One of the biggest questions that they wanted to know was if they have enough money to retire a travel to see their kids and grandchildren.  They also aspired to have a vacation home closer to one of their kids who are spread throughout the United States.  Their family was very important to them and they wanted to be able to share those life experiences with their grandchildren.

We guided him through our process The Independent Lifestyle Process™

We were able to help him identify their cash flow needs in retirement. Next, we helped him identify the aspirational wishes and whether to not they would fit into their plan.  They question now was not if they had enough money it was how would they spend it while still leaving a legacy for their kids and grandchildren.  They discussed having a vacation home closer to their daughter which could also serve as a possible investment rental property. 

We also helped him identify what life was going to look like for him after their retirement. Unfortunately, most people don’t do this. They don’t consider what their life and identity will be outside of work. It is critical that people get clear on what they want to be known for beyond just the success and the money.

They now have a plan for when they finally decided to retire and live the life that they have always dreamed of. 

View An Individual Family Case Study

A husband and wife came to us form some guidance on their plan.  The husband had always managed the family finances and was “a do it yourselfer” and liked the thrill of investments.  While he was not in good health he was looking for someone to help take care of his wife and provide oversight on their finances should he no longer be around.    In the meeting he said,”  I need someone to make sure that my wife will be ok long after I am gone.  I’m not here for me, I’m her for her.”

We guided them through our Independent Lifestyle Process ™

We were able to run a stress test on their overall financial plan to see what could happen under various scenarios and identify gaps in their plan.  They also wanted to make sure that the money that had saved for all of those years would be protected once it was passed along to their kids. 

With the help of an estate planning attorney we developed a strategy that set up a revocable trust that would hold their non-retirement investment accounts as well as their family vacation home in another state.  The money in the trust could be used during the wife’s lifetime and then upon her demise would be put into separate irrevocable trust for their children while protecting them from unjust litigation, bankruptcy, and even potential divorce.  They wanted to provide a legacy for their kids and grandchildren that would last for many lifetimes.

View A Widow Case Study
Begin YOUR Journey

Case Studies

An Individual Family

We often work with really awesome families who no matter how much money they have, still worry if they have enough to live the life that they want to live.

When we first met with “Mr. and Mrs. Smith” who lived just outside of Pittsburgh where they raised their 5 kids, worked for a few national firms, and were looking to retire in a few years.

We often work with really awesome families who no matter how much money they have, still worry if they have enough to live the life that they want to live.

When we first met with “Mr. and Mrs. Smith” who lived just outside of Pittsburgh where they raised their 5 kids, worked for a few national firms, and were looking to retire in a few years.

One of the biggest questions that they wanted to know was if they have enough money to retire a travel to see their kids and grandchildren.  They also aspired to have a vacation home closer to one of their kids who are spread throughout the United States.  Their family was very important to them and they wanted to be able to share those life experiences with their grandchildren.

We guided him through our process The Independent Lifestyle Process™

We were able to help him identify their cash flow needs in retirement. Next, we helped him identify the aspirational wishes and whether to not they would fit into their plan.  They question now was not if they had enough money it was how would they spend it while still leaving a legacy for their kids and grandchildren.  They discussed having a vacation home closer to their daughter which could also serve as a possible investment rental property. 

We also helped him identify what life was going to look like for him after their retirement. Unfortunately, most people don’t do this. They don’t consider what their life and identity will be outside of work. It is critical that people get clear on what they want to be known for beyond just the success and the money.

They now have a plan for when they finally decided to retire and live the life that they have always dreamed of. 

READ MORE

A Widow

A husband and wife came to us for some guidance on their plan. The husband had always managed the family finances and was “a do it yourselfer” and liked the thrill of investments.

While he was not in good health he was looking for someone to help take care of his wife and provide oversight on their finances should he no longer be around.

A husband and wife came to us form some guidance on their plan.  The husband had always managed the family finances and was “a do it yourselfer” and liked the thrill of investments.  While he was not in good health he was looking for someone to help take care of his wife and provide oversight on their finances should he no longer be around.    In the meeting he said,”  I need someone to make sure that my wife will be ok long after I am gone.  I’m not here for me, I’m her for her.”

We guided them through our Independent Lifestyle Process ™

We were able to run a stress test on their overall financial plan to see what could happen under various scenarios and identify gaps in their plan.  They also wanted to make sure that the money that had saved for all of those years would be protected once it was passed along to their kids. 

With the help of an estate planning attorney we developed a strategy that set up a revocable trust that would hold their non-retirement investment accounts as well as their family vacation home in another state.  The money in the trust could be used during the wife’s lifetime and then upon her demise would be put into separate irrevocable trust for their children while protecting them from unjust litigation, bankruptcy, and even potential divorce.  They wanted to provide a legacy for their kids and grandchildren that would last for many lifetimes.

READ MORE
Begin YOUR Journey

Case Studies

An Individual Family

We often work with really awesome families who no matter how much money they have, still worry if they have enough to live the life that they want to live.

When we first met with “Mr. and Mrs. Smith” who lived just outside of Pittsburgh where they raised their 5 kids, worked for a few national firms, and were looking to retire in a few years.

We often work with really awesome families who no matter how much money they have, still worry if they have enough to live the life that they want to live.

When we first met with “Mr. and Mrs. Smith” who lived just outside of Pittsburgh where they raised their 5 kids, worked for a few national firms, and were looking to retire in a few years.

One of the biggest questions that they wanted to know was if they have enough money to retire a travel to see their kids and grandchildren.  They also aspired to have a vacation home closer to one of their kids who are spread throughout the United States.  Their family was very important to them and they wanted to be able to share those life experiences with their grandchildren.

We guided him through our process The Independent Lifestyle Process™

We were able to help him identify their cash flow needs in retirement. Next, we helped him identify the aspirational wishes and whether to not they would fit into their plan.  They question now was not if they had enough money it was how would they spend it while still leaving a legacy for their kids and grandchildren.  They discussed having a vacation home closer to their daughter which could also serve as a possible investment rental property. 

We also helped him identify what life was going to look like for him after their retirement. Unfortunately, most people don’t do this. They don’t consider what their life and identity will be outside of work. It is critical that people get clear on what they want to be known for beyond just the success and the money.

They now have a plan for when they finally decided to retire and live the life that they have always dreamed of. 

READ MORE
Begin YOUR Journey

A Widow

A husband and wife came to us for some guidance on their plan. The husband had always managed the family finances and was “a do it yourselfer” and liked the thrill of investments.

While he was not in good health he was looking for someone to help take care of his wife and provide oversight on their finances should he no longer be around.

A husband and wife came to us form some guidance on their plan.  The husband had always managed the family finances and was “a do it yourselfer” and liked the thrill of investments.  While he was not in good health he was looking for someone to help take care of his wife and provide oversight on their finances should he no longer be around.    In the meeting he said,”  I need someone to make sure that my wife will be ok long after I am gone.  I’m not here for me, I’m her for her.”

We guided them through our Independent Lifestyle Process ™

We were able to run a stress test on their overall financial plan to see what could happen under various scenarios and identify gaps in their plan.  They also wanted to make sure that the money that had saved for all of those years would be protected once it was passed along to their kids. 

With the help of an estate planning attorney we developed a strategy that set up a revocable trust that would hold their non-retirement investment accounts as well as their family vacation home in another state.  The money in the trust could be used during the wife’s lifetime and then upon her demise would be put into separate irrevocable trust for their children while protecting them from unjust litigation, bankruptcy, and even potential divorce.  They wanted to provide a legacy for their kids and grandchildren that would last for many lifetimes.

READ MORE
Begin YOUR Journey

Schedule a Free Consultation

Let us help you with your financial goals and investment strategies

Schedule your consultation with Santori & Peters and speak with one of our representatives today!

Phone

(412) 373-6904

Fax

(412) 373-6903

Monroeville Office

One Monroeville Center
3824 Nortern Pike, Suite 450
Monroeville, PA 15146

Canonsburg Office

380 Southpointe Blvd
Suite 130
Canonsburg, PA 15317

Name

Families & Individuals

families
Santori & Peters, inc.

Families & Individuals

No matter what phase of your life you are in —

Wealth Transfer: Careful planning to pass on your wealth for the positive benefit of the people you love requires the expertise of trusted advisors.
Wealth Preservation: A dynamic wealth preservation strategy means that you successfully enjoy, protect, and preserve your lifestyle while maintaining your financial independence, free of worry.
Wealth Accumulation: A proven wealth accumulation strategy and collaboration with a trusted advisor from Santori and Peters will put you on the road to success.

With our help, your family will:

  1. Have a legacy that will last
  2. Get clear on your values and what matters most to you as a family
  3. Define what you want to be known for beyond just your success and money
Case Studies

We often work with really awesome families who no matter how much money they have, still worry if they have enough to live the life that they want to live.

When we first met with “Mr. and Mrs. Smith” who lived just outside of Pittsburgh where they raised their 5 kids, worked for a few national firms, and were looking to retire in a few years.

One of the biggest questions that they wanted to know was if they have enough money to retire a travel to see their kids and grandchildren.  They also aspired to have a vacation home closer to one of their kids who are spread throughout the United States.  Their family was very important to them and they wanted to be able to share those life experiences with their grandchildren.

We guided him through our process The Independent Lifestyle Process™

We were able to help him identify their cash flow needs in retirement. Next, we helped him identify the aspirational wishes and whether to not they would fit into their plan.  They question now was not if they had enough money it was how would they spend it while still leaving a legacy for their kids and grandchildren.  They discussed having a vacation home closer to their daughter which could also serve as a possible investment rental property. 

We also helped him identify what life was going to look like for him after their retirement. Unfortunately, most people don’t do this. They don’t consider what their life and identity will be outside of work. It is critical that people get clear on what they want to be known for beyond just the success and the money.

They now have a plan for when they finally decided to retire and live the life that they have always dreamed of. 

View An Individual Family Case Study

A husband and wife came to us form some guidance on their plan.  The husband had always managed the family finances and was “a do it yourselfer” and liked the thrill of investments.  While he was not in good health he was looking for someone to help take care of his wife and provide oversight on their finances should he no longer be around.    In the meeting he said,”  I need someone to make sure that my wife will be ok long after I am gone.  I’m not here for me, I’m her for her.”

We guided them through our Independent Lifestyle Process ™

We were able to run a stress test on their overall financial plan to see what could happen under various scenarios and identify gaps in their plan.  They also wanted to make sure that the money that had saved for all of those years would be protected once it was passed along to their kids. 

With the help of an estate planning attorney we developed a strategy that set up a revocable trust that would hold their non-retirement investment accounts as well as their family vacation home in another state.  The money in the trust could be used during the wife’s lifetime and then upon her demise would be put into separate irrevocable trust for their children while protecting them from unjust litigation, bankruptcy, and even potential divorce.  They wanted to provide a legacy for their kids and grandchildren that would last for many lifetimes.

View A Widow Case Study
Begin YOUR Journey

Case Studies

An Individual Family

We often work with really awesome families who no matter how much money they have, still worry if they have enough to live the life that they want to live.

When we first met with “Mr. and Mrs. Smith” who lived just outside of Pittsburgh where they raised their 5 kids, worked for a few national firms, and were looking to retire in a few years.

We often work with really awesome families who no matter how much money they have, still worry if they have enough to live the life that they want to live.

When we first met with “Mr. and Mrs. Smith” who lived just outside of Pittsburgh where they raised their 5 kids, worked for a few national firms, and were looking to retire in a few years.

One of the biggest questions that they wanted to know was if they have enough money to retire a travel to see their kids and grandchildren.  They also aspired to have a vacation home closer to one of their kids who are spread throughout the United States.  Their family was very important to them and they wanted to be able to share those life experiences with their grandchildren.

We guided him through our process The Independent Lifestyle Process™

We were able to help him identify their cash flow needs in retirement. Next, we helped him identify the aspirational wishes and whether to not they would fit into their plan.  They question now was not if they had enough money it was how would they spend it while still leaving a legacy for their kids and grandchildren.  They discussed having a vacation home closer to their daughter which could also serve as a possible investment rental property. 

We also helped him identify what life was going to look like for him after their retirement. Unfortunately, most people don’t do this. They don’t consider what their life and identity will be outside of work. It is critical that people get clear on what they want to be known for beyond just the success and the money.

They now have a plan for when they finally decided to retire and live the life that they have always dreamed of. 

READ MORE

A Widow

A husband and wife came to us for some guidance on their plan. The husband had always managed the family finances and was “a do it yourselfer” and liked the thrill of investments.

While he was not in good health he was looking for someone to help take care of his wife and provide oversight on their finances should he no longer be around.

A husband and wife came to us form some guidance on their plan.  The husband had always managed the family finances and was “a do it yourselfer” and liked the thrill of investments.  While he was not in good health he was looking for someone to help take care of his wife and provide oversight on their finances should he no longer be around.    In the meeting he said,”  I need someone to make sure that my wife will be ok long after I am gone.  I’m not here for me, I’m her for her.”

We guided them through our Independent Lifestyle Process ™

We were able to run a stress test on their overall financial plan to see what could happen under various scenarios and identify gaps in their plan.  They also wanted to make sure that the money that had saved for all of those years would be protected once it was passed along to their kids. 

With the help of an estate planning attorney we developed a strategy that set up a revocable trust that would hold their non-retirement investment accounts as well as their family vacation home in another state.  The money in the trust could be used during the wife’s lifetime and then upon her demise would be put into separate irrevocable trust for their children while protecting them from unjust litigation, bankruptcy, and even potential divorce.  They wanted to provide a legacy for their kids and grandchildren that would last for many lifetimes.

READ MORE
Begin YOUR Journey

Case Studies

An Individual Family

We often work with really awesome families who no matter how much money they have, still worry if they have enough to live the life that they want to live.

When we first met with “Mr. and Mrs. Smith” who lived just outside of Pittsburgh where they raised their 5 kids, worked for a few national firms, and were looking to retire in a few years.

We often work with really awesome families who no matter how much money they have, still worry if they have enough to live the life that they want to live.

When we first met with “Mr. and Mrs. Smith” who lived just outside of Pittsburgh where they raised their 5 kids, worked for a few national firms, and were looking to retire in a few years.

One of the biggest questions that they wanted to know was if they have enough money to retire a travel to see their kids and grandchildren.  They also aspired to have a vacation home closer to one of their kids who are spread throughout the United States.  Their family was very important to them and they wanted to be able to share those life experiences with their grandchildren.

We guided him through our process The Independent Lifestyle Process™

We were able to help him identify their cash flow needs in retirement. Next, we helped him identify the aspirational wishes and whether to not they would fit into their plan.  They question now was not if they had enough money it was how would they spend it while still leaving a legacy for their kids and grandchildren.  They discussed having a vacation home closer to their daughter which could also serve as a possible investment rental property. 

We also helped him identify what life was going to look like for him after their retirement. Unfortunately, most people don’t do this. They don’t consider what their life and identity will be outside of work. It is critical that people get clear on what they want to be known for beyond just the success and the money.

They now have a plan for when they finally decided to retire and live the life that they have always dreamed of. 

READ MORE
Begin YOUR Journey

A Widow

A husband and wife came to us for some guidance on their plan. The husband had always managed the family finances and was “a do it yourselfer” and liked the thrill of investments.

While he was not in good health he was looking for someone to help take care of his wife and provide oversight on their finances should he no longer be around.

A husband and wife came to us form some guidance on their plan.  The husband had always managed the family finances and was “a do it yourselfer” and liked the thrill of investments.  While he was not in good health he was looking for someone to help take care of his wife and provide oversight on their finances should he no longer be around.    In the meeting he said,”  I need someone to make sure that my wife will be ok long after I am gone.  I’m not here for me, I’m her for her.”

We guided them through our Independent Lifestyle Process ™

We were able to run a stress test on their overall financial plan to see what could happen under various scenarios and identify gaps in their plan.  They also wanted to make sure that the money that had saved for all of those years would be protected once it was passed along to their kids. 

With the help of an estate planning attorney we developed a strategy that set up a revocable trust that would hold their non-retirement investment accounts as well as their family vacation home in another state.  The money in the trust could be used during the wife’s lifetime and then upon her demise would be put into separate irrevocable trust for their children while protecting them from unjust litigation, bankruptcy, and even potential divorce.  They wanted to provide a legacy for their kids and grandchildren that would last for many lifetimes.

READ MORE
Begin YOUR Journey

Schedule a Free Consultation

Let us help you with your financial goals and investment strategies

Schedule your consultation with Santori & Peters and speak with one of our representatives today!

Phone

(412) 373-6904

Fax

(412) 373-6903

Monroeville Office

One Monroeville Center
3824 Nortern Pike, Suite 450
Monroeville, PA 15146

Canonsburg Office

380 Southpointe Blvd
Suite 130
Canonsburg, PA 15317

Name
Proudly serving Pittsburgh & beyond. We help you make informed, smart decisions regarding your money & achieving financial security.

info@santoriandpeters.com

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Monroeville Office

  • Santori & Peters, Inc.
  • One Monroeville Center
  • 3824 Northern Pike, Ste. 450
  • Monroeville, PA 15146-2141
  • Phone: (412) 373-6904
  • Fax: (412) 373-6903

Canonsburg Office

  • Santori & Peters, Inc.
  • 380 Southpointe Blvd
  • Suite 130
  • Canonsburg, PA 15317
  • Phone: (412) 373-6904
  • Fax: (412) 373-6903

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Santori & Peters, Inc. is registered as an investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators.

Santori & Peters, Inc. is a fee-based wealth management firm. “Fee-Based” refers to advisors who receive no other compensation other than the fee clients pay. We do not receive a commission from a brokerage firm, a mutual fund company, an insurance company, or from any source other than our clients.

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