Planning Alternatives celebrates 40 Years!
Time does fly when you’re having fun.
Back in 1983, Planning Alternatives was founded on one simple idea: Listening deeply to help each client build a custom financial plan that delivers throughout their lives. Since then, we have been privileged to serve a growing community of clients who have chosen to “Join the Heard” with personal financial planning and investment management services designed to help every client step into their best life.
We have a lot to celebrate. Thanks to you, our clients, Planning Alternatives continues to grow - with new offices in Naples, Florida, and a just-opened location in Jackson Hole, Wyoming. But as far as we’ve come, we’ll never lose sight of the simple idea that got us here… listening to you.
Planning Alternatives brings a team-based approach to serving the unique requirements of every client we’re privileged to serve. This approach allows us to apply specialized skills to every dimension of client service.
Planning Alternative professionals are among the most highly credentialed in our industry. Just as important, they’re all dedicated to providing our clients with the kind of attention and service that leads to multi-generational relationships.
Our Values
Our culture is unique. We embrace the virtues of:
Integrity – Transparency – Objectivity – Empathy – Philanthropy.
Our values impact everything we do. Our firm operates with familial warmth and unifies our team to work together, as one, to simplify complexity and design solutions for our clients.
Our team of professionals applies their industry experience, attention to detail, and commitment to client service to focus on your financial goals.
Meet your Planning Alternatives Team
Leadership
Wealth Management
Research & Service
