Cyber security is an issue that affects all of us.
Each day internet criminals attempt to steal the identities of unsuspecting individuals. As we increase our reliance on technology, protective steps must be taken when navigating the internet.
Download a PDF of our Investor Protection Checklist here.
CLIENT PHOTO CONTEST
Where Do You See Inspiration?
We invite you to photograph a moment that inspires you and submit it for our annual photo contest.
Our 2017 theme: INSPIRATION
Photo Submission Dates: July 15 – September 1, 2017
Event Date: October 5, 2017 – 6:00 P.M to 8:30 P.M
Planning Alternatives Wins Charles Schwab & Co., Inc.
National Trailblazer Impact Award™
Recognized for Entrepreneurial Spirit, Drive to Advance the Independent Financial Advisory Industry.
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