You will notice some differences when you interact with Planning Alternatives and I want to make sure you are not surprised.
The changes are in our logo, our company branded materials and most notably when you log onto our website www.planningalt.com. We are introducing a new look that we think best reflects what we do for our clients and how we stand out.
What will not change is our commitment to you. We will continue to work closely with you at every stage of life, caring for your finances and looking out for your best interests. You will still enjoy the same relationships here, with a team working on your behalf. We will continue offering our educational events, market insights, and provide ongoing financial planning perspectives to add value to the experience of Planning Alternatives.
Are you ready to step into your best life? Please view our video above to see how we help plan for your financial independence so you can focus on what matters most.
I encourage you to review our recent article how to conduct important family wealth planning conversations as this is a sensitive and important topic for families considering estate planning and wealth succession. Please continue to be vigilant with protecting your online identity and review our article on how to protect yourself against fraudulent push notifications.
I look forward to our team continuing to share our new look with you, in a variety of ways, and I appreciate the trust you place in Planning Alternatives.
Sincerely,
Nathan Mersereau, CFP®
President