Private Client Services
Meet Richard E. Stauffer
Enabling clients to make informed financial decisions with educated investment
expertise
Education & Credentials
• University of San Francisco
• Wharton School of Business (Securities Institute)
Contribution Types
• Licensed in TN, NY, NJ, FL, and CA
Experience
Over 35 years in personal wealth management, specializing in corporate
acquisitions, asset management, and investment, finance, and real estate
planning. Former District Zone Manager for Ford Motor Company, and decorated
military veteran.
Regulatory Compliance
Member of FINRA and SIPC, operates independently to provide unbiased
financial guidance tailored to your unique needs.
"Richard Stauffer and the company enable clients to
make financial decisions with knowledge and educated
investment expertise."
Client Testimonial
Gift Annuity Program
A comprehensive solution for your charitable giving and income planning needs
Key Benefits
Monthly payments for five years
Fixed interest rates with 5-year guarantee
Principal and interest guaranteed
No trust or foundations needed
No management fees
Requirements
Minimum Gift
$10,000
Age Limit
85 years
Federal Annual Gift Tax Exclusion with
lifetime exemptions and annual exclusion
amounts apply
Contribution Types
Ready to Start Planning?
Contact us today to discuss your retirement planning needs
Get in Touch
Address
1605 Diamond Drive, Franklin, Tennessee 37064
Phone
(615) 208-3131
Consultation
Schedule your free consultation today
Regulatory Information
No communication should be construed as an offer to sell securities or
provide specific investment advice.
FINRA Member
SIPC Member