Bruce A. Horvitz, ChFC®, RFC,CRPC®

Private Wealth Advisor

Phone: 412-829-4455
Fax: 412-317-1402
E-mail: bruce.horvitz@lfg.com

A financial planner who established his practice in his home town of Pittsburgh 25 years ago, Bruce's mission is to help people accumulate wealth over their lifetimes and then transfer that wealth in the most tax effective manner to the next generation.  His motto is "how you live tomorrow depends on how you invest today!"

Presently an advisor with Lincoln Financial Advisors Corp., he provides comprehensive financial planning services for individuals, executives, professionals and business owners.  While specializing in investment, retirement, and estate planning, Bruce advises his clients on life insurance, long-term care insurance, tax deferral, and education funding strategies.  He also assists his many business clients with respect to corporate benefits and 401(k) retirement accounts.  His area of expertise in the business market is dealing with "closely held companies" (family owned businesses).

Bruce graduated from the University of Pittsburgh with a Bachelors of Science degree in Business Administration.  He continued his professional education by earning designations as a "Chartered Financial Consultant", "Registered Financial Consultant" and "Chartered Retirement Planning Counselor".  He has completed training in retirement distribution strategies, with an emphasis on Stretch IRA concepts, commonly referred to as Multi-Generational IRAs.

Bruce has been a member of the Million Dollar Round Table's select Court of the Table, the Society of Financial Professionals, the institute of Certified Financial Planners, and the International Association of Financial Planners.

Bruce and his wife Debbie live in the Squirrel Hill neighborhood of Pittsburgh with their three children, Stacey, Lindsey and Andrew. _{CRN200907-2032606}