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Gary Richter, “Independence is my advantage.”
Choosing the right resources to manage your wealth might be one of the most consequential decisions that you will ever make. With increasing uncertainty in today’s financial markets, these are the times when you most need objective advice.
My independence affords you the potential benefit of personalized and impartial investment strategies based on your unique time horizon, financial objectives, risk preferences and tax considerations. Being independent means I am free to recommend only those products and services that address my clients’ needs – that is, no quotas or pressure to sell proprietary products. Independent research enables me to choose investments solely on the merits of their characteristics and their suitability for your financial goals.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have.