Gary Scheer

At Gary Scheer LLC, we specialize in providing comprehensive retirement planning services to business owners, professionals, and entrepreneurs. Our team of experts is dedicated to helping individuals plan for and enjoy their retirement with confidence. With over 35 years of experience, our founder Gary Scheer has developed a unique process that educates clients on the accumulation, preservation, and distribution of their retirement assets.

Our Story

Gary Scheer's passion for retirement planning was sparked by a personal experience in 2000 when his wife's grandmother, Tillie, passed away, leaving behind a nearly bankrupt estate. This event led Gary to change the focus of his business to retirement and estate planning. He realized that many people, like Tillie, work hard to accumulate wealth but fail to plan for how to effectively spend it in retirement. Gary's mission is to help others create plans that allow them to do what's important for them, protect their wealth, and pass it on to their children.

Our Services

At Gary Scheer LLC, we offer a range of services designed to help individuals achieve their retirement goals. Our services include:

• Retirement Planning: We help clients create a personalized plan that takes into account their income, expenses, assets, and goals.
• Wealth Management: We provide investment strategies and management services to help clients grow and protect their wealth.
• Estate Planning: We assist clients in creating a comprehensive estate plan that ensures their wishes are carried out and their loved ones are protected.
• Financial Education: We offer educational resources and workshops to help clients understand the complexities of retirement planning and make informed decisions.

Our Process

Our team takes a holistic approach to retirement planning, considering every aspect of a client's financial situation and goals. We use a proprietary process that has been developed over 35 years to educate clients about the accumulation, preservation, and distribution of their retirement assets. Our process is designed to help clients:

• Identify their financial goals and objectives
• Assess their current financial situation
• Develop a personalized plan to achieve their goals
• Implement and monitor their plan to ensure success