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9 North 7th Street,, Suite 202, Indiana, PA 15701

(724) 801-8935
Shannon@erafinancialadvisors.com

Our Services

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HANDS-ON PERSONALIZED ATTENTION & GUIDANCE


When you engage our services, you benefit from personal attention and our financial experience. With a hands-on approach, we educate our clients about financial concepts and products so that they can leave each meeting feeling confident and more informed about their future. You can feel at ease knowing we take the mystery out of investing, insurance, estate conservation, and preserving wealth. 

One of our primary goals is to develop a long-term, trusting relationship with you. We take the time to get to know you and address all your questions and concerns as they arise. Your agenda is our agenda. 

With us, you're not subject to monthly meeting fees - you just pay as you go, meaning more money in your pocket you can use toward your goals. We can work on both smaller and larger plans, but regardless of the scope of work, we're always here to be a financial ally for you. 

There are two primary ways you can work with our team: 



A LA CARTE SERVICES

A LA CARTE SERVICES


This is perfect for the individual who needs help with a one-off issue or situation. We know that sometimes people just need a little more clarity or assistance with a lifestyle strategy, and our a la carte services align with those needs. The process involves one to two meetings to develop a plan geared around your goal. 

Examples include navigating a new employer’s benefit options, revisiting a retirement plan, consolidating debt or creating a comprehensive financial strategy. 


BUNDLED PACKAGES

BUNDLED PACKAGES


This is perfect for the household who wants ongoing help in managing their finances along with staying on track with goals and future planning. Sometimes you don't know what you don't know, but with our office by your side, you'll have a clear vision with an actionable and measurable strategy in place.

Our bundled packages include a comprehensive financial strategy, the creation of a tax plan, and ongoing calls and multiple meetings with Shannon so that we can keep the plan moving forward. 

Custom package options are available for the small business owner as well. 



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