With over 12 years of experience as an independent financial advisor, Richard has a passion for helping clients accumulate wealth, preserving that wealth and providing effective income strategies in retirement. Richard’s clients know they can depend on him and his network of specialists to help solve their challenges and take advantage of opportunities they may encounter while they realize their goals and dreams.
Richard specializes in working with individuals, families and business owners whether they are in retirement or will be making that transition in the next 5 – 15 years.
I would say the hallmark of my business is my close communication with each client and my frankness to their concerns. - Richard Beyer
Focus areas: Investments, Insurance, Estate Planning, Wealth Transfer, Retirement and Tax Planning.
CERTIFIED EXECUTOR ADVISOR (CEA)
* This individual is registered with Portfolio Strategies Corporation.