A Successful Journey

With preparation, determination and navigation, a trip becomes an adventure – both enjoyable and exhilarating. Planning Alternatives provides expertise and resources to help you fulfill your aspirations and arrive at your financial destination.

Wealth Planning

We listen to your goals, concerns and vision for financial independence. We then design a plan to get there.

Portfolio Management

We build globally diversified multi-asset class portfolios designed for long-term durability.

Experienced Advisors

We provide ongoing advice and guidance – helping you navigate life’s challenges and opportunities.

Planning Solutions – Identify Your Challenge

Tax-Smart Ways to Give to Charity Before Year-End

Kim Laughton, President of Schwab Charitable, and Nathan Mersereau, President of Planning Alternatives, chat about why a charitable donation is not only a chance to make a difference, it is also an excellent way to reduce your tax burden for the year. Plus, learn about the benefits of setting up a donor-advised fund.


Cyber security is an issue that affects all of us.

Each day internet criminals attempt to steal the identities of unsuspecting individuals. As we increase our reliance on technology, protective steps must be taken when navigating the internet.

Download a PDF of our Investor Protection Checklist here.

Planning Alternatives Wins the 2016 Charles Schwab & Co., Inc.
National Trailblazer Impact Award™


Recognized for Entrepreneurial Spirit, Drive to Advance the Independent Financial Advisory Industry.



When your values are clear to you, making decisions becomes easier. — ROY DISNEY

Why Planning Alternatives?


Founded in 1982 as an independent advisory firm, Planning Alternatives serves as a fiduciary advisor – looking out for clients’ best interest with skill, care and passion. Our strategies are time-tested, our team is experienced, and wealth management is what we know.


There are no secrets to success. It is the result of preparation, hard work, and learning from failure.— Colin Powell

Advice Based On What’s Best For You

As fiduciaries we provide objective advice to help you reach your goals.

A Transparent Fee Structure

Our fee-for-service approach is easy to understand and fully disclosed.

An Experienced Team To Guide You

We coordinate your financial plan with your entire team of advisors – making sure everyone is working together to help you achieve your goals.

Learn More