A Confident Retirement

Begins with Clarity.

Are you a pre-retiree who wants to make smart retirement income decisions?


Join our local educational class coming soon!

September 23th & 30th

6:00PM-9:00PM

BC3 Cranberry Campus

Reserve Your Spot Today

Contact Us

Brad Tiche is a retirement income architect with 30+ years of experience helping individuals and families from the Greater Pittsburgh area create comprehensive wealth management strategies that are aligned with their personal goals. He is on a mission to educate and teaches adult financial education courses at area universities.

Summit View is a financial services firm that offers comprehensive financial planning with a holistic approach. Our fiduciary team helps individuals and families reach their unique financial goals through financial education and a clear-cut advisory process. We offer fee-based financial planning.

What You'll Learn During the 2-Part Class

During this comprehensive 6-hour class, Brad will cover the essential building blocks of a confident retirement:

Social Security Optimization

Discover when to claim Social Security benefits to maximize your lifetime income and avoid costly timing mistakes.

Tax-Smart

Retirement Strategies

Explore proven strategies to minimize taxes in retirement so you can keep more of your hard-earned money.

Retirement Income

That Lasts

Learn time-tested strategies for creating retirement income you can count on, no matter how long you live or what the markets do.

IRA and 401(k)

Distribution Decisions

Understand your options for retirement plan distributions and avoid penalties of up to 50% on your savings.

Estate Planning

Essentials

Learn how to preserve your assets and ensure your legacy passes to your loved ones efficiently.

Healthcare and Long-Term Care Planning

Understand vour Medicare options and strategies for protecting against potentially devastating long-term care costs.

Investment Risk Management

Master key strategies for protecting your nest egg while still growing your wealth in retirement.

With 53 years of experience across our dedicated fiduciary team, we're pleased to offer no-pressure retirement education to the greater Pittsburgh community.

What Past Attendees Are Saying

We so appreciate your efforts. The business has grown, your families have grown, but you have all retained the incredible qualities that made us first trust you with our future.

Sharon & Jim U.

Thank You so much for... everything you (Brad and company) have done and are doing to make our retirement fun. We know that we would not be enjoying life as much as we are without all the work that was done for us. We really do appreciate it!

Bob & Amy P

This testimonial may not be representative of the experience of other customers. The testimonial is no guarantee of future performance or success. This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success.

Avoid Costly Retirement Mistakes:

Get Your Free Guide

Claim your free copy of our comprehensive guide to navigating the five most common pitfalls that derail even well-planned retirements.

Ready to Join Us?

Now is the time to take control of your retirement. Seats for this seminar are limited and fill up quickly, so register today to make sure you don't miss out!