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, ROA

Laurie Dougherty
Client Services Representative
 
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.
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