Want our thoughts on what’s ahead? View our webinar!
We share timely insight on the economy, markets and financial planning strategies in this educational webinar video. Topics include: What proposed economic plans mean to you, and how to plan for the biggest unknown expense in your future – healthcare. WATCH NOW.
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: TBD (Early Fall)
Watch for details in upcoming communications.
Experience the Journey
WATCH THE VIDEO NOW
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