Specializing in Portfolio Management
Alter Retirement Planning is an independent, locally based financial services firm. It was founded by Richard A. Alter with the goal to build a firm offering sound, independent financial advice and the highest level of service.
As an independent firm, we do not offer proprietary financial products. Our advisors focus on providing conflict-free advice and counsel on your investments to help you reach your personal goals.
Alter Retirement Planning believes that knowing how to plan for your retirement requires an objective understanding of what is important to you. Since 1989, we have been helping our clients achieve their personal and financial retirement dreams.
Let Alter Retirement Planning assist you on the road to a successful retirement with sound planning and peace of mind.
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Securities offered through Securities America, Inc., member FINRA/SIPC. Richard A. Alter, Registered Representative.
Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory firm.
Richard A. Alter, Investment Advisor Representative. Alter Retirement Planning, Inc. and Securities America, Inc. are independently owned companies.
We are licensed to sell insurance in the following states: AZ, FL, GA, ME, MI, NC, NH, OH
We are licensed to sell Securities in the following states: AL, AZ, CA, CT, FL, GA, HI, IN, KY, ME, MI, MO, MS, NC, NH, NV, NY, PA, SC, SD, TN, TX, VA, VT, WI