Our Team

Our team is committed to preparing for and transitioning our clients into retirement. We communicate regularly with our clients to understand their needs and assist them in achieving their financial goals.


Richard A. Alter, CFP®
President,
Senior Financial Advisor

Sean Moore, CFP®
Vice President,
Senior Financial Advisor

Laurie Dougherty
Client Services Representative

Kristen Alter
Operations Manager
Market Summary

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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