Gary Scheer, CEO of Gary Scheer LLC in Morristown, NJ, is celebrating 40 years as an independent financial professional


Morristown, NJ, 24th May 2022, ZEXPRWIRE, Gary Scheer, CEO and Founder of Gary Scheer, LLC, a Tax and Retirement Planning Firm in Morristown, New Jersey Gary Scheer, a professional Financial Advisor, Author, Speaker, and Financial Educator, is pleased to celebrate 40 years as an independent financial professional.

Gary Scheer is a Certified Senior Advisor (CSA) and Registered Financial Consultant (RFC). A graduate of Purdue University, he is known for his profound knowledge, business acumen, and assorted experience gained over four decades. He started his career in the financial services industry as a Financial Planning Consultant with an insurance company back in the 1980s.

After gaining considerable experience in the financial industry, he co-founded Financial Management Group and started offering financial services to his clients. 16 years later, in 2010, he founded Gary Scheer, LLC as a holistic tax and retirement planning firm. He is celebrating 40 years of working as an independent financial professional this year. He has helped hundreds of people preserve, protect, and pass on their wealth to the people and causes they care about deeply.

“We have been working with a team of tax planning experts for four decades to help executives, business owners, and professionals reduce their taxes.”

Gary Scheer is a warm and passionate communicator who enjoys sharing his financial wisdom and business acumen through his Public Seminar Series—Understanding Different Retirement Strategies, presentations to CPA groups, and his popular podcast, Your Money, Your Retirement with Gary Scheer. He co-authored Retire Abundantly with Scott Keffer and Successonomics with Steve Forbes.

Gary Scheer is also the Managing Director at In this role, he helps CPAs improve their recurring revenue by carrying out a holistic, proactive tax reduction process. He is renowned for delivering consistent and excellent results for his clients, resulting in improved client retention and a trusted reputation.

“I plan to continue building and growing Gary Scheer, LLC., by staying focused on providing the best financial services to my clients. I am committed to helping people save their income and protect the assets they have worked so hard to build.”

Gary Scheer celebrates his 40 years of commitment to creating tax strategies designed to protect his clients’ wealth. He vows to keep improving his financial services and achieving significant income tax savings with special emphasis on family limited partnerships (FLPs), estate protection, financed life insurance strategies, charitable gifting, tax reduction strategies for businesses and individuals, and special trusts that allow for greater asset protection.

If you want to learn more about it, please visit Gary Scheer’s official website:

Media Contacts

Gary Scheer, RFC, CSA

Complete Financial & Retirement Planning

55 Madison Avenue, Suite 400

Morristown, NJ 07960

Ph: 973-539-4100

Fx: 973-539-5533

[email protected]





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