Did you know?

Only 9% of financial services firms operate exclusively as a fiduciary* - legally obligated to advocate for our clients’ best interests. Making sense of your financial future starts with working with a trusted partner.

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We’re turning 33!

Yes, we launched the same year that Graceland opened to the public, the Weather Channel debuted on cable television and Michael Jackson released Thriller. We, too have an exciting history.

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An investment in knowledge pays the best interest. — Benjamin Franklin

Our approach starts by listening and taking time to truly understand your needs and expectations. We help you make good decisions by circumventing problems and focusing on solutions. When working with us, rest assured the entire Planning Alternatives family is committed to your long-term vision and goals.

Planning Alternatives, Inc.

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We are independent thinkers and doers.

Our solutions are rooted in proven principles that outlast the latest trend or fad.
Learn more about how integrity drives our business.

We give back.

We believe in giving back to our employees, to our community and to our environment. Let us show you how a little altruism can strengthen your financial plan while also paying it forward. Read about how we can help you give back.

Wealth management is a process, not a product.

Building and preserving wealth is a process with no quick fix or Band-Aid solutions. Let’s work together towards a sound financial future. Read more about managing your wealth.

Experience + Forward Thinking = Tailored Financial Solutions

For over thirty years we have journeyed with our clients to help them achieve their financial goals through strategic counsel and sound planning. We stay ahead of the curve to successfully navigate market trends and avoid pitfalls.
Learn a little about our time-tested history.