• CONTACT US
  • CLIENT LOGIN

Aufman Associates Inc.

Financial Management | Personal Financial Counseling

  • Learn About Us

    WELCOME TO

    AUFMAN ASSOCIATES

    Learn about us

  • Our Services

    OUR COMPREHENSIVE

    APPROACH

    Learn about our services

  • Meet Our Team

    BALANCE OF EXPERIENCE

    THE AUFMAN TEAM

    Meet our people

  • How We Operate

    OUR PERSONALIZED

    STRUCTURE

    See how we operate

FINANCIAL PLANNING AND COORDINATION

Success is not based on fractions of a percent. An overall process for maximizing not only the net value, but the benefits of having wealth forms the foundation of the Aufman Associates approach.

ONGOING TAX PLANNING AND COORDINATION

Income taxes impact all of us. It all comes down to what you get to keep. On April 15 there is little to do about the tax you owe. However, ongoing tax planning allows strategies to be implemented to minimize the burden of federal and state tax. Oversite confirms that tax benefits are captured. Coordination keeps things on course.

MAXIMIZING FAMILY WEALTH

Federal estate tax and inheritance tax is the most significant threat to family wealth. A dollar of value today could erode to 31 cents for your grandchildren. Aufman Associates serves the third generation of many of our client families. Strategies are implemented to eliminate or minimize tax burden. We have experience with the development and management of these strategies, and have seen their success first hand across generations.

WEALTH PROTECTION

Estate planning, trust planning, and the creation of protective structures are designed to protect from the unknown both during lifetime and for the family. Aufman Associates, based on decades of experience, guides clients on pairing flexibility with protection. This allows wealth to continue to provide benefit over a long period of time.

EXECUTIVE PLANNING

Total compensation takes many forms and this changes over time. Aufman Associates provides not only guidance but also oversite for benefit plans, equity compensation, and other benefits common to a senior executive.

FINANCIAL PLANNING

Traditional financial planning is needed at all income and asset levels. Planning for retirement, support for the family, and education planning for children or grandchildren are just a few examples.

REPORTING

Aufman Associates provides ongoing reporting and tracking of not only investments, but net worth, tax, insurance, structures, equity compensation, etc. If needed, we additionally provide cash-flow and living expense accounting.

36 YEARS

Time Aufman Associates has been providing comprehensive financial management and personal financial counseling to clients.


70%

Clients who are executives, retired executives, or their family.

New clients of Aufman Associates are typically in their mid-fifties and entering their peak earning years. Aufman Associates provides guidance so that good financial decisions are made during this critical wealth accumulation phase.

ADDRESS

2200 Georgetown Drive, Suite 401

Sewickley, PA 15143

CONTACT

Phone: (724) 934-5600

Toll-Free: (888) 283-6260

Fax: (724) 934-5622

  • LEARN ABOUT US
  • OUR APPROACH
  • MEET OUR PEOPLE
  • SERVICE STRUCTURE
  • BLOG
© Aufman Associates Inc 2015