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Six PPG Place, Suite 600 Pittsburgh, PA 15222

Phone:

  • 412.562.4457

Fax:

  • 412.391.8616

E-mail:

  • dsmarrelli@financialguide.com
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Flipbooks

You can review interesting Flipbooks on my site.

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Contact Us

Please feel free to contact us with any questions.

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Videos

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Newsletters

  • HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

    This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

  • Wealthy Colleges Face Expanded Endowment Tax

    A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

  • Life Insurance for Two

    Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

  • Variable Annuities: Strategies to Help Counter Retirement Risks

    Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Calculators

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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David Smarrelli, CFP®, CLU, ChFC is a Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC. Supervisory Office: Six PPG Place, Suite 600, Pittsburgh PA 15222 (412)562-1600. Smarrelli Financial is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.

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