Measure
What you have, what you owe, what you're building, and what could knock it off course. Numbers before opinions — and I'd rather find out you're fine than sell you something you aren't.
Everyone has enough money to do it wrong three times. Let's do it once, right.
Twenty years running job sites before I ever sold a policy. I plan the way I built: measure first, understand the conditions, then pick the tool.
Bill Bleil · Bethel Park, PA
Irregular hours. Overtime and per diem. Union books and employer benefits that don't talk to each other. Income that jumped before the plan caught up. Pick your lane — the rest of this page reorders around it.
Every member carries load. Income feeds it, protection braces it, debt hangs off it, retirement and estate close the span. Most people are sold a member at a time and never told how it frames up.
Pull one member out and the whole thing sags — usually right when the weather turns. The products are tools. The framing is the job.
For over twenty years I ran a general contracting business specializing in nursing-care renovations — the kind of work where the building stays occupied, the schedule is immovable, and somebody's grandmother is sleeping forty feet from your saw.
Estimates had to be right. Crews had to show. And when something failed, an excuse never once fixed it. That's the standard I brought with me when I moved into insurance and financial planning.
Today I work out of Bethel Park serving the South Hills and Mon Valley — tradespeople, data-center and nuclear techs, and the owners who sign their checks.
Two clients, two states, two very different starting points — one who came in cold, one who knew me back when I was framing walls instead of plans.
From the jump, Bill's easygoing and conversational process put me at ease. He showed me some serious gaps in my planning. I feel so much better with these "defensive" programs in place. Professionalism, his thorough nature, and attention to detail eased my anxiety and helped me understand how I could better utilize my resources.
I know Bill from his days as a GC, and was kinda surprised when I found out he had changed industries. Now I know why — he brings all of the tenacity, planning, and vision from construction to his financial practice. Word is bond. Truly, a man is only as good as his word, and Bill takes the cake.
Neither client received any compensation for their statement. Statements reflect individual client experience and are not a guarantee of future results. Confirm state-required testimonial language with compliance before publishing.
Nobody walks onto a site and starts swinging. We scope the job first — the recommendation follows the problem, never the other way around.
Three phases. No ten-page questionnaire, no conference-room ambush, no product pitched before I know what you're standing on.
Measure first
What you have, what you owe, what you're building, and what could knock it off course. Numbers before opinions — and I'd rather find out you're fine than sell you something you aren't.
We rank the risks by what actually takes the house down first, then frame a strategy around your life instead of a generic model. You see the reasoning, not just the recommendation.
Put it in motion, coordinate the pieces, and walk it again when work, family or income changes. Plans need maintenance like anything else you own.
Four questions. No ten-page questionnaire, no obligation, no hard sell waiting on the other side. Give me enough to understand the job and I'll tell you honestly whether you even need me.
Prefer to just talk? 412·855·6641
If you can't explain to your spouse what you bought and why, it was sold to you — not planned for you.
Your case gets shopped across a network of carriers rather than forced into whichever product one company happens to sell.
We scope the problem first. If the honest answer is that you don't need anything from me right now, that's the answer you'll get.
Per diem, scale wages, union books, travel pay, 1099 side work, seasonal layoffs — I don't need those explained to me.
Estate and tax matters belong with attorneys and CPAs. Your plan should coordinate with them, not pretend to replace them.
Licensed in Pennsylvania and Georgia. National Producer Number 21521617 — verify it before you talk to me, not after.