Alter Retirement Planning specializes in investment management, retirement
planning, IRA rollovers and lump sum investments. We have helped hundreds
of clients transition into retirement and it is our privilege to manage
their assets. We are not unusual with regard to the actual services we
provide, in fact, many retirement planners and financial advisory firms
offer some of the same services. What does make us unique is the quality
of service we offer our clients.
We believe we have the best client service in our industry and we are constantly
striving to improve our business. We don't believe in slick presentations
or "hard selling" future clients. We sit down and discuss their
finances, concerns, current needs and future goals.
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