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
Thought Leadership
Retirement Planning: How to Start No Matter Your Age
Retirement planning is a crucial aspect of financial well-being that many overlook until later in life. But the truth is, the earlier you start, the more potential there is for … Continued
Thought Leadership
2024 Q3 Investment Commentary
Performance At the top level, both stocks and bonds moved higher in the second quarter. However, in a reflection of the uncertainty affecting the U.S. economy at large, variance among … Continued
Thought Leadership
Financial Independence: Defining What It Means for You
At Planning Alternatives, we’ve had the privilege of guiding high-net-worth families toward financial independence for decades. Through our work, we’ve come to understand that financial independence means something different to … Continued
Thought Leadership
Navigating The Unpredictable: Financial Tips for Building Wealth Resilience
Life has a way of throwing curveballs when we least expect them. In our decades of practice, we’ve witnessed clients face a range of challenging situations: These events not only … Continued
Thought Leadership
Spring Cleaning for Your Finances
Spring Cleaning for Your Finances: How to Declutter without Losing Important Records Just like your home or backyard, your financial documents can benefit from a spring cleaning. However, knowing what … Continued
Thought Leadership
Great Wealth Transfer
Passing the Torch: Taking Generational Differences into Account When Planning a Family Wealth Transfer Coined the “Great Wealth Transfer,” an estimated $84.4 trillion in family wealth will change hands by … Continued