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PNC Investments' Approach to
Advice & Planning
Providing you with a blueprint for your financial well-being.
Building Your Financial Future From the Ground Up
At PNC Investments (PNCI), we’re committed to your financial well-being.
This means helping you understand what it is you wish to achieve financially, and providing the tools and guidance to help put your goals within reach.
But before you can construct a financial plan that’s strong enough to support your goals - and flexible enough to weather periods of shaky market conditions - you first need a strong foundation. That’s where a Financial Advisor enters the picture.
A PNCI Financial Advisor will work alongside you to help you understand your short-term needs, long-term goals, time horizon, tolerance for risk and more. This is the foundation of the PNCI financial planning process, allowing your Financial Advisor to provide personalized investment advice, and helping you to make informed decisions.

The Pillars of Your Financial Plan
With an understanding of what it is you’re looking to achieve – the foundation of your financial plan – your PNCI Financial Advisor can begin recommending specific strategies and offering tailored guidance to address four key pillars:
The Importance of Staying the Course
Financial planning is a long-term process. With your plan in place, your Financial Advisor will work diligently to help maintain what you’ve built and keep you on track toward your goals. This will include ongoing conversations and may involve systematically rebalancing your investments, adjusting your approach over time and more.
The key to financial planning, however, is simply to stick to the plan you have in place.
At PNC Investments, our focus is on your long-term financial well-being. You can invest confidently knowing your Financial Advisor will reach out to you regularly to review your plan, and to help confirm it continues to remain aligned with your unique needs and goals.
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