Specialties
We specialize in tax and financial planning for entrepreneurs, high income professionals and people in or nearing retirement. In addition, we offer employee benefit planning for small and midsized businesses.
History
Established in 1982.
I began my career in 1982 working with middle management executives to manage their wealth. In 2000, a tragic event in my wife's family changed the focus of my practice to retirement and estate planning.
My wife's grandmother worked hard to provide for her three daughters. She owned a knitting store for over 50 years and had built an estate worth nearly half a million dollars.
After her death in 2000, the family learned that the estate was nearly bankrupt and all that remained were several small pieces of jewelry. "How could this happen", I said to myself?
In 1994 my wife's grandmother broke her hip and went into a rehab/nursing home for 45 days of post-operative care. Her daughters decided to keep her in the nursing home for 6 years more years...at a cost of nearly $400,000.
I was shocked that no one had consulted with professionals to look at alternatives to nursing homes. This stirred a passion in me to help other people protect their wealth and pass it on to their children.
Meet the Business Owner: Gary S.
Gary Scheer, RFC®, CSA is a nationally recognized Financial Educator, Author, Speaker and Retirement Planner whom you may have seen on NBC, CBS, ABC, Pix 11News, News 12 NJ and Annuity123, EzineArticles.com and Fortune. As the co-author of Successonomics with Steve Forbes, the All-In Principal, and Alligator Proofing Your Estate, Gary has been interviewed by William Shatner on Moving America Forward and has been featured on In America with James Earl Jones. As Founder and Managing Member, Gary and his team at Gary Scheer, LLC have been showing business owners, professionals, and executives how to protect and pass on their wealth for over 40 years.