We specialize in helping business owners, professionals, and entrepreneurs plan for and enjoy their retirement. Gary Scheer LLC is a holistic retirement planning firm that helps people learn strategies to plan for their retirement. Gary Scheer LLC has a unique process to educate our clients about accumulation, preservation and distribution of their retirement assets.
Born from our passion to help families and business owners, our clients can benefit from our system that has been tailored over the past 35 years.
Born from our passion to help families and business owners, our clients can benefit from our system that has been tailored over the past 35 years.
Services
I began my career in 1982, working as a wealth manager for middle management executives in New York and New Jersey. Then in 2000, a startling event in my wife's family caused me to change the focus of my business to retirement and estate planning. My wife's grandmother Tillie was a frugal and kindhearted woman who worked hard to provide for her three daughters.
Tax planning is more than filing an annual return. It's about working with a financial professional who can properly analyze your financial situation and provide tax-efficient planning solutions. Our firm specializes in helping clients plan ahead for a tax-advantaged retirement income with strategies which may help reduce income and capital gains taxes, taxation on Social Security benefits, and retirement accounts.
Our group has created a Four Step Process to help you with your retirement planning, born from our passion for helping retirees understand the steps to a smart retirement. Everyone has a unique financial situation and objectives. Just as you get a physical examination every year, it's important to have a financial "check up" to make sure that your portfolio matches your retirement goals and needs.
Your Money, Your Retirement aims to educate and entertain by keeping you informed about today's financial markets and how it affects your retirement. FInancial planning can seem like an overwhelming obstacle, but listen this week as Gary explains a few simple rules to get your financial planning back on track!
There is an adage, "the government giveth and the government taketh away." The recently passed SECURE Act is no exception. Legislators recognize that as life expectancies increase and many people stay in the work force longer. As we transition from fall to winter, celebrating the holidays with family and friends and planning winter getaways occupy a lot of our time and attention.
Reviews (1)
Michelle V.
Jul 08, 2021
Report
