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.

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



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.

2019 Photo Contest

2019 THEME: Seasonal Fun

NEW! Submit up to 3 photos online

NEW! Clients, family members and professional contacts of planning alternatives may enter

NEW! View all photos online and vote for your favorite!

Submission Deadline: December 10, 2019


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.

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