Financial Planning Alternatives
Evaluate, Educate, Empower
Committed to empowering clients to achieve financial goals across generations with trusted guidance.
About
Financial Planning Alternatives, established in 1978, is an independent financial services firm offering high-touch financial planning, investment management, and insurance products both locally and nationwide. The firm serves a diverse client base, including busy professionals, blue-collar workers, small business owners, municipal employees, teachers, and long-standing multi-generational families.
Their team, ranging from seasoned professionals with various industry licenses and designations to new talent, delivers exceptional service and meaningful financial guidance. The firm emphasizes education, transparency, and unbiased advice, helping clients make informed financial decisions and build lasting legacies.
Services
Financial Planning
Aligns goals, values, and behaviors with a sound financial plan tailored to individual situations, incorporating behavioral financial planning.
Investment Management
Independent and objective investment management tailored to help clients achieve financial goals with strategies for growth, income, or capital preservation.
Life Insurance
Provides life insurance solutions to protect clients and their loved ones.
Membership
Offers membership programs for ongoing financial guidance and support.
Guidance After Loss
Provides specialized support and financial guidance following the loss of a loved one.
