In this video, the team at Networth Advisors explains what holistic financial planning really means—and why it’s about much more than just investments and retirement accounts. Our process is built around five key pillars:

Income planning
Investment planning
Tax strategies
Healthcare planning
Legacy planning

Together, these areas create a balanced, forward-looking financial plan tailored to each client’s unique needs.

Whether you’re preparing for retirement, already retired, or simply want more clarity about your full financial picture, this video offers insight into how comprehensive planning can provide confidence and peace of mind. With offices in Southpointe, Monroeville, and North Hills, Networth Advisors is here to help you align your financial future with the life you want to live.

Learn more by visiting: networthadvisorsllc.com/

Timestamp Overview:
0:03 – Introduction: Why financial planning is more than retirement and investments
0:11 – What holistic financial planning really means
0:26 – Every client’s plan must be unique
0:34 – The 5 Key Areas of Planning
0:38 – Income planning: stretching your income for longevity
0:43 – Investment planning: keeping your money working efficiently
0:51 – Tax planning: strategies for retirement income taxes
1:01 – Healthcare and Medicare planning to reduce risks
1:10 – Legacy and estate planning for your loved ones
1:18 – Why focusing on all 5 areas builds short- and long-term success
1:26 – Partnering with clients and serving the local community
1:36 – Offices in Southpointe, Monroeville, and Wexford for local connection
1:52 – How holistic planning gives clients confidence in their future
2:05 – The real work: adjusting plans as life changes
2:16 – Next steps: How to connect with Networth Advisors