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.

Market Summary

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Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Richard A. Alter, Registered Representative.
Advisory Services offered through Osaic Wealth, Inc., an SEC Registered Investment Advisory firm.
Richard A. Alter, Investment Advisor Representative. Alter Retirement Planning, Inc. and Osaic Wealth, Inc. are independently owned companies.
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