Alter Retirement Planning

Alter Retirement Planning is an independent, locally based financial services firm that has been helping clients achieve their personal and financial retirement dreams since 1989. Our firm was founded by Richard A. Alter with the goal of building a firm that offers sound, independent financial advice and the highest level of service. As an independent firm, we do not offer proprietary financial products, which allows our advisors to focus on providing conflict-free advice and counsel on your investments to help you reach your personal goals. We believe that knowing how to plan for your retirement requires an objective understanding of what is important to you, and we are committed to providing the guidance and support you need to make informed decisions about your financial future.

Services

Alter Retirement Planning specializes in a range of services designed to help you manage your investments and plan for a successful retirement. Our services include:

• Investment Management: We offer comprehensive investment management services designed to help you grow and protect your wealth. Our advisors will work with you to develop a customized investment strategy that takes into account your risk tolerance, time horizon, and financial goals.
• Retirement Planning: We can help you plan for a secure and fulfilling retirement by assessing your current financial situation, identifying any gaps in your retirement savings, and developing a plan to help you reach your retirement goals.
• IRA Rollovers: If you are changing jobs or retiring, we can help you roll over your retirement savings into an IRA to ensure that your money continues to grow tax-deferred.
• Lump Sum Investments: If you have received a lump sum payment from a pension, inheritance, or other source, we can help you invest this money in a way that aligns with your financial goals and risk tolerance.

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. We believe what makes 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 aspirations to fully understand what they want from their investments and retirement plan.

At Alter Retirement Planning, we are committed to providing the guidance and support you need to make informed decisions about your financial future. We believe that every client is unique, and we take a personalized approach to investment management and retirement planning. Whether you are just starting to plan for retirement or are already retired, we can help you navigate the complex world of finance and make the most of your hard-earned money.