Shrier Associates, LLC
Richard M. Shrier, CLU, ChFC
Strategic. Comprehensive. Tactical.
This site is designed to have the best educational content available for those who are interested in: asset protection, reducing income taxes, guaranteed return (accumulation value) annuities coupled with a guaranteed income for life, creating a tax-free retirement nest egg.
Licensed Insurance Adviser | Registered Investment Advisor | Chartered Financial Consultant (ChFC)
Rick Shrier has spent over three decades working in financial services. He specializes in helping individuals and families preserve and grow their assets, increase income, reduce tax liability, and help ensure that their money lasts their lifetime or even longer.
Rick’s career began in the financial services business in 1980. Forming Shrier Associates in 1988, his philosophy has been to make money with his clients instead of from his clients. His lifelong objective has been to earn the loyalty and respect of his clients by helping them achieve their financial goals. His job is to help them develop strong financial plans and to diligently monitor changes in the market and the economy.
Back in 1994, he forged ahead in the financial services industry by becoming a Registered Investment Advisor (RIA). A Registered Investment Advisor has a fiduciary responsibility to put the needs of the client ahead of the needs of the firm.
His expertise includes designing and improving retirement plans that enhance the benefits of owners of small businesses. He is passionate about building investment strategies that are not only low cost but have a high probability of meeting his client’s lifetime goals, and aspirations. His community involvement includes being Past-President and Board Member of Congregation B’nai Shalom of Westborough, MA, past- member of the Investment committee and Board of Trustees of the Union for Reform Judaism. Currently, Rick is a member of the South Asheville Rotary Club.
Rick’s education includes Connecticut College, AB Economics, 1980. Rick holds both the Chartered Life Underwriter designation and Chartered Financial Consultant designation from The American College, Bryn Mawr, PA and became a Licensed Life Insurance Advisor in 2002.
About Us
At Shrier Associates, we are focused on the long-term financial goals of our clients, rather than short-term gains or the latest hot stocks and mutual funds. We have over three decades of experience in helping individuals and families preserve and grow their assets, increase income, reduce tax liability, and help ensure that their money lasts their lifetime or even longer.
