The American Entrepreneur

Select Financial Group, LLC

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    912 Washington Avenue
     Carnegie, PA 15106
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  • Website www.selectfg.com
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Radio Segments

  • Keeping Your New Year’s Resolution: Saving and Investing in 2012

    Ron talks with Ryan Neupaver of the Select Financial Group, who provides a reality check for investors who may or may not be on their way to keeping their New Years Resolutions when it comes to saving and investing.

  • Planning Your Finances for 2012

    The American Entrepreneur Ron Morris is joined by Ryan Neupaver, of Select Financial Group.

  • Planning Your Finances for the Holiday Season

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  • When a Loved One Dies, What are Inheritance Mistakes a Survivor Can Make?

    The death of a loved one can be a stressful time for those left to deal with the logistical aftermath of the passing. If the succession plan is not clearly executed, or executed at all, the mistakes that survivors can make can only add to the strain. Jack Abriola of the Select Financial Group talks with The American Entrepreneur, Ron Morris, about some of the most common mistakes loved ones make when dealing with inheritance, tax planning, retirement accounts, and investment portfolios.

  • Succession Planning Strategies To Overcome a Shaky Economy

    The American Entrepreneur, Ron Morris, talks with Ryan Neupaver of the Select Financial Group about how questions about the economy can affect the decisions and strategies involved in effective succession planning. 

  • Succession Planning Beyond the “C Suite”: With Ryan Neupaver

    When the idea of succession planning in business is put forth, it is mostly associated with the transfer of company assets at the top level of the company. If the CEO steps down, will the company be in good hands? But according to Ryan Neupaver of the Select Financial Group, succession planning doesn’t stop there. Ryan talks with The American Entrepreneur, Ron Morris, about the idea that everyone in a company from the top down should consider a succession plan for their own personal professional assets, and discusses effective strategies that can be put in place for any level in the company.

  • Lessons From Apple: Why Succession Planning Matters in Business

    Last week, Steve Jobs’ sudden resignation as CEO of Apple sent shockwaves throughout the tech community as it wondered what would become of Apple without its creative genius at the helm. Thankfully for its shareholders and those who rely on Apple’s health for their own success, a plan was in place, and Tim Cook, a man who many suspected would eventually become CEO, was immediately named Jobs’ replacement. For businesses in any tech or non-tech industry, this was a model example of succession planning done correctly, with minimal uncertainty or doubt as to what happened once Jobs stepped down. According to Jack Abriola, of the Select Financial Group, your company doesn’t need to be the size of Apple to have a seamless transition plan in place. Jack talks with The American Entrepreneur Ron Morris about the Apple example, and why succession planning matters in the world of business.

  • Funding Your Retirement? Jack Abriola Has Tips For Business Owners

    “The American Entrepreneur” Ron Morris talks with Jack Abriola of the Select Financial Group, who discusses tips for business owners who are looking to fund their retirement after their exit for their business. Plus, they discuss the impact that the Federal debt crisis has on retirement and succession planning strategies for business owners.

  • Planning on What Happens Next In Your Company, With Jack Abriola

    What happens next? It’s one of the most critical questions facing business owners of any sized company. But it’s often one of the most overlooked questions, especially when it comes to what happens to the company when the owner plans to step down. Jack Abriola of the Select Financial Group is an expert in succession planning strategies, and he talks with “The American Entrepreneur” Ron Morris about what needs to be considered when finding the most effective way to transition ownership of your company.

  • Giving Your Retirement Portfolio a Stress Test: Jack Abriola - Select Financial Group

    “The American Entrepreneur” Ron Morris talks with Jack Abriola of the Select Financial Group, who offers advice on ways that investors can “stress test” their portfolios to get them ready for a number of worst-case scenarios.

  • Rising Interest Rates and the Downside of Economic Recovery: Jack Abriola

    If you listen to the current message put forth by President Obama and his economic advisors, you can’t help but be encouraged. “America is in the midst of economic recovery”...“Interest rates are as low as they’ve ever been”. But, as Jack Abriola of Select Financial Group warns, be careful, as the other shoe may be dropping soon. Jack talks with “The American Entrepreneur” Ron Morris about what to watch for when it comes to interest rates and your portfolio. They’re bound to rise at some point, as part of the economic recovery process, so Jack will have tips on how to manage these increases, and why rising interest rates may not always be bad news.

  • Divorce and the Entrepreneur:  Protecting Yourself From LEGAL Heartbreak

    No secret here: the divorce process can be one of the most painful and emotionally taxing events a person can experience in his or her life. But the legal and administrative hassles associated with divorce can only add to the pain. While the widely-acknowledged “best defense” against this legal turmoil is a prenuptial agreement, Jack Abriola of the Select Financial Group joins The American Entrepreneur Ron Morris to break down WHY this is the best defense, especially for those who own a business. Plus, Jack will dispel some of the most prevalent myths about the divorce process.

  • Succession Planning:  Are New Tax Laws Making It Easier?

    For many entrepreneurs who have family in the business, it would seem like a no-brainer to pass control of the business to your family upon your retirement. But most anyone who has actually TRIED it has run into a buzzsaw of government regulation. With the extension of the Bush Tax Cuts, as well as other new estate tax regulation, has this process actually gotten easier over time? Jack Abriola of the Select Financial Group has the answers, and he talks with Ron about the changes that federal legislation has brought to the succession planning process.

  • What is the Best Type of Retirement Plan For Your Business?

    “The American Entrepreneur” Ron Morris talks with Jack Abriola of the Select Financial Group about the variety of retirement plans that are available to businesses, and how to find the best one for the size and demographics of your company.

  • The RIGHT Way to Go About Crafting Your Will

    American Entrepreneur Radio Guest Host David Iwinski (a.k.a. “The International Capitalist”) talks with Jack Abriola of the Select Financial Group about what you need to know when it comes to crafting and executive a will, as well as how to handle associates succession planning concerns.

  • So, How Likely Are We To Be a Financial and Social Burden On Our Parents?

    “The American Entrepreneur” Ron Morris talks with Jack Abriola of the Select Financial Group about the financial and social burden that is being place on elderly Americans by their offspring.

  • Effective Succesion Planning Strategies For Your Company, From Jack Abriola

    “The American Entrepreneur” Ron Morris talks with Jack Abriola of the Select Financial Group about the key succession planning issues a business owner should consider in 2011.

  • What Does the New Tax Bill Mean For Your Business?  Jack Abriola Knows….

    “The American Entrepreneur” Ron Morris talks with Jack Abriola of the Select Financial Group about the impact that the extension of the Bush Tax Cuts will have on the succession planning options for business owners throughout the U.S.

  • Retirement Planning: It’s not JUST For Business Owners Anymore, Says Jack Abriola

    “The American Entrepreneur” Ron Morris talks with Jack Abriola of the Select Financial Group about some of the financial planning issues that business owners and non-business owners should consider as they head towards the retirement stages of their careers.

  • Cash Flow Management: The Difference Between “Easing” and “Stumbling” Into Retirement

    “The American Entrepreneur” Ron Morris talks with Jack Abriola of the Select Financial Group about the importance of effective cash flow management when it comes to planning to have enough resources to retire.

  • How We Can Learn About Effective Succession Planning From the NFL

    Using the examples of sports franchises that have smoothly changed hands through generations, Jack Abriola of the Select Financial Group talks with “The American Entrepreneur” Ron Morris about the lessons that ANY business owner can learn as a result.

  • Succession Planning: Why It’s a “Must-Do” For Your Business

    “The American Entrepreneur” Ron Morris talks with Jack Abriola of the Select Financial Group about the importance of an entrepreneur making sure he or she has a solid succession plan in place when it’s time to pass the business operation onto the next owner, be it within the family or outside of it.


About Select Financial Group

Substantive knowledge for confidence in your investments.

Select Financial Group, LLC is an independent financial consulting firm offering businesses and affluent individuals comprehensive personal and professional wealth management services, including succession planning, estate planning, wealth management, family office services, tax and retirement planning, as well as a full range of employee benefit plans.

Our Mission

Our mission is to help build assets for our clients through long-term, effective asset management based on trust; honest, straightforward professional advice; meticulous attention to detail; and timely, pertinent communication. 

Our Experience

Drawing upon its extensive experience, Select Financial Group, LLC assists its clients in setting and monitoring their financial goals.  For individual investors, this includes:

  • Determining how much money you need to retire to the lifestyle you`ve worked hard to attain.
  • Developing an estate plan that takes full advantage of current tax laws.
  • Preserving and transferring assets to your heirs.
  • Planning savvy retirement withdrawals, including distributions from qualified retirement plans.
  • Creating smart education funding strategies for children and grandchildren.

For businesses, Select Financial Group, LLC can help create and manage retirement plans, such as 401(k), SIMPLE, and Keogh, as well as provide complete municipal pension services.

Our Principle

At Select Financial Group, LLC, we not only rely on our team members` substantive knowledge and customer service commitment, but also on our ability to harness the industry`s most advanced technology.  Through powerful Web-based knowledge management resources, we strive to use our capabilities to the fullest and offer clients personalized asset analysis, allocation, and independent investment advice.

For more information about Select Financial Group, LLC, visit www.selectfg.com .  We look forward to helping you create and maintain your assets.

 

 

 

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