We listen to your goals, concerns and vision for financial independence. We then design a plan to get there.
We build globally diversified multi-asset class portfolios designed for long-term durability.
We provide ongoing advice and guidance – helping you navigate life’s challenges and opportunities.
OUTLOOK 2021 WEBINAR
with Andrew Busch
Wednesday, February 10th
11:00 – 12:00 PM EST
We are pleased to present Andrew Busch as our featured speaker. He is a noted economist, futurist and markets expert. Busch served as the first-ever Chief Market Intelligence Officer (CMIO) for the U.S. government. He’s led global economic research on government policy for investment banks and now regularly consults with Fortune 500 companies about the latest economic trends. You might remember Busch as co-host of the CNBC show “Money in Motion.”
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