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
Planning Alternatives’ OUTLOOK 2020
Join us as we share timely insights on the economy, the markets and financial planning strategies for this election year. We will be providing delectable eats and insightful education at this engaging OUTLOOK 2020 event.
Topics will include:
- Special Message from Professor Antony Davies, Economist, Professor, Speaker and Author
- Outlook for Financial Markets
- Impact of a Presidential Election
- Recently Passed Tax Law, the SECURE Act
PLANNING ALTERNATIVES’
2019 Photo Contest
2019 THEME: Seasonal Fun
NEW! Clients, family members and professional contacts of planning alternatives entered their photographs.
NEW! View all photos online and vote for your favorite!
Popular Vote Deadline: January 10, 2020
The winner will be announced at our OUTLOOK 2020 event on January 23rd.
Clarity
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.
Confidence
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.