Signature Financial Planning was founded in 1991 by Stephen Tobe because he believed that the community of Pittsburgh deserves personalized advice from professional advisors who focus on helping them achieve their life and financial goals. Scott Tobe and the team at Signature Financial Planning continue this mission today, proudly serving clients with that same customized advice and planning services that his father began nearly 30 years ago. Whether you’re new to investing, have outgrown your current advisor, or are simply looking for a second opinion, the skilled professionals at Signature can help you get from where you are to where you want to be with customized planning that is as personal as your signature.
THE SIGNATURE MISSION
Every client’s goals and definition of success is very personal. At Signature Financial Planning, we are committed to supporting our clients in their quest for financial success, however they define it. The comprehensive financial planning and investment management services our clients receive is based solely on their unique situation. As life evolves, so do their needs. The professionals at Signature Financial Planning will continue to provide solutions that address these changes with integrity and a team approach to problem solving.
THE SIGNATURE STRATEGY
Pittsburgh’s Signature Financial Planning provides an independent platform for clients to build their financial security through all stages of life. Our team of financial advisors, portfolio managers and client service associates work collectively to deliver long-term, value added financial planning and investment management with exceptional service and transparency. We engage in continuing education throughout the year to increase our knowledge base and best serve our clients. And, we offer financial education to clients on an ongoing basis to help them better navigate through the process to achieve their goals.
THE SIGNATURE PROCESS
The Signature financial planning process, fine-tuned over the past 28 years, includes best practices and the most effective strategies for long-term financial success. We help our clients envision and quantify their goals and then construct a customized approach to achieve them. We strive to keep clients well informed throughout the year with time sensitive emails, quarterly newsletters, and in-person annual client review meetings. We understand that life throws you curve balls, so we offer additional meetings as needed every day the market is open via e-mail, phone, or video conferencing.