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.

How Will the 2016 Presidential Election Affect Global Markets?

Is the global economy growing or slowing? What should investors do during these uncertain times? These questions and more are on investors’ minds as we approach November 8.

To provide timely education and insights, we are pleased to announce Jeffrey Kleintop, CFA, Senior Vice President, Chief Global Investment Strategist at Charles Schwab, was our webinar guest speaker on October 6, 2016.


IRA Summit

Advanced Planning Strategies for Your Retirement

Discover 12 ways to optimize your retirement accounts by minimizing taxes and maximizing it’s value during your lifetime and beyond.

A panel discussion, hosted by Planning Alternatives
Wednesday, November 2: 6:00 PM – 7:30 PM
 – OR –  Thursday, November 3: 10:00 AM – 11:30 AM


 Thank you for making the 2016 Client Photo Contest a huge success!


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


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