| Practice
Areas
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Investment Planning
- Asset
Protection Programs
- Tax
Reduction Strategies for investments
Investments
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Retirement Planning
- Estate
Planning
Education
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Certified in Long Term Care,The Corporation for LTC Certification
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Chartered Financial Consultant,The American College
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Certified Financial Planner, College for Financial Planning
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New York University, Master of Arts, Psychology
- Springfield
College, B.S. Liberal Arts
Professional
Licenses
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Registered Principal (Series 24)
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Representative (Series 7)
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Uniform Investment Advisor Law Exam (Series 65)
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Uniform State Securities Law (Series 63)
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Life, Health and Disability Insurance Licenses
Memberships
& Achievements
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Qualifying Member – Top of the Table, MDRT for 8 years
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Qualifying Member – Court of the Table, MDRT For 11 years
- Qualifying
Member – Million Dollar Round Table For 17 years
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Member in Good Standing, Certified Planner Boards of Standards,
Inc.
- Member
of the Nassau Association of Insurance And Financial Advisors
since 1981
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Richard
E. Mayer, CFP, ChFC, CLTC. brings twenty six years of experience
in the financial services industry with a primary focus on comprehensive
financial planning. His clients include corporate executives
and managers, physicians, teachers, retirees and other high
net worth individuals. Richard has appeared on Long Island News
12, CNN, Bloomberg, among others. In addition, he has been quoted
in the New York Times, Newsday, Financial Planning, Reuters,
CNNFN, Investment Advisor and served as a consultant for many
chapters in Fred Brock’s recently published book “Retire
on Less Than You Think”.
OBJECTIVES:
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To help my clients achieve and maintain financial "wellness".
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To objectively assess your current financial position, identify
goals (both short and long term), detect problem areas and
recommend the most effective options to meet your goals.
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To coordinate your needs in the areas of investments, insurance,
tax reduction, asset protection planning, college funding,
retirement and estate planning.
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To recognize the need for the expertise of other professionals,
such as accountants, attorneys or actuaries, and to act as
a coordinator for such a team of consultants.
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