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Wealth Partnership Starts Here

Starting on the path to financial clarity is easier than you think. We do the heavy lifting. Review our streamlined process below to see how your journey to financial independence can unfold. Are you ready to take the first step?

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FAQs

We focus on a wide range of areas including:

Financial Planning
Family Wealth Transfer
Portfolio Management
Executive Compensation
Estate Planning †
Tax Management †
Strategic Philanthropy
Family Meetings
Business Succession Planning
Retirement Transitions
Coordination of Your Professional Team

† Planning Alternatives does not provide tax, legal or accounting advice. Please consult your own tax, legal and accounting advisors before engaging in any transaction.

We construct portfolios based on your unique circumstances and use investments that work best for you, not us. Our core investment philosophy rests on risk management through asset allocation, global diversification, and cost sensitivity. We then marry your investment strategy with your individualized financial plan.

Planning Alternatives provides wealth management services by offering an all-inclusive fee schedule. Our minimum annual fee is $5,000. We use an asset management fee schedule which has a reduction in the percentage rate as you invest more money. Our interests are aligned with yours to grow your assets. Fees are deducted directly from your account and billed at the end of each quarter. Please review our latest ADV and Form CRS to learn more about our services and fees.

Our dedicated professionals are well-educated and credentialed. Our culture fosters professional development and the pursuit of accreditation for our entire team. Some of the designations held at the firm include, CFP^®, CFA, CMFC^®, JD, and MBA. Please see the bio section for further details.

Planning Alternatives utilizes three qualified custodians independent of our firm for our client assets: Charles Schwab, Fidelity and TIAA-CREF.

Contact us to begin the planning process. It starts with a conversation where we listen to your needs and help you articulate your goals for the future. Our team of fiduciary advisors will then craft your customized financial plan. But this is not a one-time event, it is the commencement of a clear, coordinated strategy of ongoing support by a partner committed to your success. That’s what we deliver.