Planning Today For Tomorrow

 

Successful retirement planning requres discipline and a long-term strategy. The goal of your financial stratigist should be to provide the strategy and education to empower you to fulfill your retirement objectives and goals.

 

Protecting Your Legacy

 

Creating a lasting legacy requires a desire to leave more than a remembrance. With strategic planning, utilizing modern practices  and a knowlegable financial stratigist that understands your desires, your goals for a lasting legacy will be attained.  

“Enabling our clients to make their financial decisions with knowledge

and educated investment expertise."

ACHIEVING GROWTH

ABOUT US

A graduate of the University of San Francisco and the Wharton School of Business (Securities Institute), Mr. Stauffer brings over thirty-five years of personal wealth management experience to Private Client Services.  Richard has specialized  in corporate acquisitions, asset management and provided investment, finance and real estate planning services in private practice and bank environments.  Prior ot his entry into the financial services industries he served as a District Zone Manager for Ford Motor Company.  While there he actively managed operations, sales and inventory support programs for Tennessee and Kentucky...

CONTACT US

Private Client Sevices, LLC
Wealth Managment

Richard E. Stauffer

1605 Diamond Drive

Franklin, Tennessee 37064

Tel: (615) 208-3131

 

FINRA Broker Check

 

Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member of FINRA and SIPC. Private Client Services is Independent of ProEquities, Inc.

 

Please be advised that presently Richard Stauffer holds licenses Series 24, Series 7 and Series 63 registrations in Tennessee, New York, New Jersey, Florida and California. For residents of other states in which registration is not held proper registration must be obtained by Richard Stauffer before proceeding further, and any requests for information or service may be delayed. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.  Securities offered through  ProEquities, Inc. will fluctuate in value and are subject to investment risks, including possible loss of principal.

© 2018 by Richard Stauffer, Private Client Services, LLC