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
WILL POLITICS TRUMP THE GLOBAL ECONOMY?
HALFTIME REPORT WITH JEFF KLEINTOP
With many questions being raised about the economy and financial markets, we are pleased to share a conversation with Jeffrey Kleintop, CFA® Senior Vice President, Chief Global Investment Strategist at Charles Schwab. Jeff shares his insights to clients and guests of Planning Alternatives, discussing global economic trends and strategies to consider for your portfolio.
An exclusive experience for Planning Alternatives’ Clients and Guests
Clients of Planning Alternatives are invited to submit photos.
SUBMIT A PHOTO!
OUR THEME: “SEASONAL FUN”
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.