Gary Scheer, LLC. | Retirement Planning

Gary Scheer, LLC.
65 Madison Avenue, Suite 540 Morristown, NJ 07960
Phone: (973) 539-4100
Fax: (973) 539-5533
E-mail: gary@garyscheer.com

It is important to feel you have control over your future. At Gary Scheer, LLC, we offer our experience and expertise to help you design your own plan for financial independence.

Meet Gary Scheer

Gary Scheer specializes in Personal Financial Planning for Mature Individuals, and is the host of the Safe Money and Retirement Show on WMTR, 1250 AM.

"My goal is to provide my clients with sound estate and retirement planning advice. I am dedicated to helping my clients preserve, grow and protect their wealth."

"It is essential that my clients understand their problems and the solutions available to them and I strive to explain those options in language they can understand. I then guide my clients through the implementation of estate and retirement planning strategies that will protect their assets from excessive taxes, probate costs, and nursing home expenses, while also providing for their own specific wishes and desires."

Gary has been a financial services professional since 1983 and had devoted his career to assisting pre and post retirees in the areas of income protection, asset preservation, tax reduction, estate planning and conservative investing.

A long time resident of Morris County, New Jersey with a Morristown based private practice, Gary and his staff work closely with experts throughout the country to provide his clients with the most current planning methods and strategies. In addition to his memberships with The Greater New Jersey Estate Planning Council, Society of Financial Awareness and other professional associations, Gary has earned the Registered Financial Consultant and Certified Senior Advisor designations.

As a complement to his professional achievements, Gary is a past President and former Treasurer of a local private school board. In these capacities, he has been consulted on issues ranging from employee benefits to investments. He also plays the trumpet with the acclaimed Livingston Symphony Orchestra. Gary has given presentations on estate planning, wealth preservation, asset protection, IRA planning and other topics in the Northern New Jersey area.

If I tell you I'm an independent financial planner, what does that mean to you?

It means that I am not bound to sell you company products. I can carefully select the investments that I feel will most benefit you, not the investments someone else has told me to "push."

My advice is unbiased, and based entirely on your needs, goals and unique financial situation. In other words, I don't try to fit you into a box, or offer you retirement income plan A, B, C from a limited menu of choices. I will consider your aims, circumstances and needs and design a truly personalized retirement strategy on your behalf.

Most of my clients simply want to make their money last for a lifetime - and they don't want to pay unnecessary taxes. They want to protect their incomes and their standard of living. In collaboration, we plan for these goals.

Your objectives are probably very similar. I would be pleased to share my insight and professional knowledge with you. Together, we can determine what kind of advanced planning strategies may help you in the future.

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.