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."



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