Services

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.
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