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. They also have to think about the implications of an eventual business succession or sale.

These busy professionals rely on Planning Alternatives for full-scope financial planning that incorporates every dimension of their financial lives. As a full-service financial advisor, we invest our time and expertise to fully understand each client’s big picture – helping them step into their best lives confident in the knowledge that their financial well-being is in good hands.

Planning Alternatives helps professionals who lead teams navigate the multitude of challenges that come with operating your own practice and running a business. If you’re a professional who’s also growing a business and would like to know more about the difference we can make in your life, practice and business, click the appropriate button below. We’ll be in touch to arrange for a personal consultation with Planning Alternatives CEO Nathan Mersereau.

  1. I’m starting my practice and/or business
  2. I’m building my practice and/or business
  3. I’m preparing for a transition