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400 Southpointe Boulevard
Suite 430
Canonsburg, PA 15317

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Southpointe Financial Services

724.746.4100

 
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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.

Helpful Content

Tax Freedom Day

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

 

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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