Specialized Solutions for Clients with More Sophisticated Needs
We’re proud to work with clients from all backgrounds, either planning for their retirements or already enjoying them. Each is a difference maker. Clients with more complex financial circumstances find that our approach is especially valuable.
Executives
Wherever they are in their careers – the C-Suite or climbing the ladder - executives’ demanding jobs leave little time for comprehensive financial planning that considers not only where they are today, but where they hope to be in the future.
Entrepreneurs
Entrepreneurs have a lot on their plates when it comes to financial planning - from personal and corporate income and taxes to talent retention to mergers and planning for growth. Finding a financial partner who can pull it all into perspective can seem like an impossible task.
Professionals Who Lead
Consultants, physicians and other professionals who run their own businesses face a complex set of financial challenges. In addition to struggling with their own retirement planning, they face business finance, tax, employee compensation and benefit challenges...
Widows, widowers and the newly single
Many people experience a life-changing event at some point in their lives, along with the financial challenges that accompany them. These financial matters can have a profound impact on their lives and finances.
Our Latest Insights
Podcasts
Day in a Canoe – Ian Muir: Building Trust, Embracing Growth, and Fostering Resilience
In this episode, Nathan and Ian discuss: Key Takeaways: “You want to be the person that the most talented people in the business, not just in your company, want to … Continued
Events
A New Home for Planning Alternatives
After months of renovations, thoughtful design, and moving through temporary office spaces, Planning Alternatives was proud to open its doors to clients, friends, family, and the greater Birmingham community for an Open House event.
Thought Leadership
2023 – Q2 Investment Commentary
Performance The resilience of the U.S. economy helped to forestall a recession in the first quarter of 2023, bucking conventional wisdom and leading to positive stock and bond performance. The … Continued
Tax Resources
Tax Planning in 2023: New Opportunities to Save Money and Improve your Finances
At Planning Alternatives, we are firm believers in the power of tax planning. Especially in challenging economic times, effective tax strategies can help you save money and improve your financial … Continued
Thought Leadership
Investment Management: How to Keep Your Money Safe in Turbulent Times
During the first quarter of 2023 and over the course of several days, we experienced two bank failures in the United States. Many are asking what do these events mean, … Continued
Podcasts
Day in a Canoe – Cyrus Sigari: To Adventure and Fellowship
In this episode, Nathan and Cyrus discuss: Key Takeaways: “Go on meaningful adventures… and do it with people you enjoy spending time with.” — Cyrus Sigari About Cyrus Sigari: Sigari … Continued