Our Response to COVID-19

The health and safety of our clients and employees is our top priority – it has been this way since the firm was founded in 1982. I want to provide an update on how Planning Alternatives is responding to the outbreak of the Coronavirus (COVID-19).

Communication during this time.

You are our priority. We are here to lookout for you, your family and your financial well-being. To reduce our clients’ risk of exposure, our staff will be connecting with you on the phone and host video meetings whenever possible. We will continue to closely follow the guidelines shared by the Centers for Disease Control and Prevention and the World Health Organization.

Planning Alternatives is prepared.

Our technological capability allows us to work remotely and provide services without disruption. These measures reduce risk of exposure in our office while allowing for the same level of productivity and support to our clients and employees during this critical time.

We will provide ongoing communications which will include our perspective on the state of financial markets. We are grateful for your partnership and are fully committed to serving you.

Please contact me if you would like to discuss any matter.

Most sincerely,

Nathan Mersereau, CFP®
Planning Alternatives