Your Own Retirement in the Community


Providing service to others in need is at the heart of our firm’s foundation.

Committed to Giving Back

We believe in lending a hand to those who need it most because it’s the right thing to do, and we are proud our clients join in our efforts to give back. Here are a few of the ways we have contributed to improving our community.

Volunteer Activities

YOR  Piggy Banks

YOR is giving these out to clients, their children, and grandchildren to collect change for charity Clients can drop change off anytime YOR will match $1,000 of what is collected to both the Alzheimer’s Association and St. Jude’s Children’s Hospital at the end of 2020!

yor
outreache

The Outreach Program/Church Volunteering

The Outreach Program
Packaging over 30,000 meals
Sue and Dave made rice and bean meals for children in need.

Parents in Toto

Dave and Sue are actively involved in Parents In Toto, an Autism resource center in Zelienople, PA
Attended the December 2019 Cash Bash

toto

Holiday Parties

Donations 2016

2016

Collected toiletries for U.S. war veterans

Toto

2017

Accepted donations for Parents in Toto (Autism Resource Center)

VOICe Donations

2018

Gathered donations for VOICe (Victim Outreach Intervention Center)

2017 donators

2019

We are currently collecting items for U.S. war veterans, including clothes and household items. Contact us if you would like to join our efforts.

Sue and Dave also give back on their own time away from the firm, including serving meals at the Light of Life in Pittsburgh homeless shelter. Additionally, Sue has traveled on mission trips with her church to Haiti, delivering much needed goods to those less fortunate.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 1.866.677.PLAN (7526)

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