Richard Brenner, a graduate of Lafayette College, with a B.A. in Economics and Business has been assisting families with wealth preservation strategies for over 23 years. He customizes each family’s individual desires and circumstances to develop a unique strategy to accomplish their goals.
Richard’s clients are appreciative of his financial expertise and the way he explains conservative options for the challenges of transitioning from working into retirement. He is passionate about helping others establish a clear plan for their future and provide security to their loved ones. The biggest concern people have in retirement is running out of money. Richard solves this issue.