Planning Alternatives, Ltd.
We are committed to helping our clients have peace of mind and the freedom to do what they truly value.
Planning Alternatives is located in the Birmingham, MI area, but we’re a nationally acclaimed private wealth management firm providing financial planning and asset management services to individuals and families.
Clients choose, and stay with, Planning Alternatives because they appreciate the unique expertise, experience, ethics and care they receive no matter what their needs. Clients know that their investments are aligned with retirement and estate plans, have tax efficiency and that risk management is a priority.
In general, our clients possess many of these characteristics. They:
- Are high net-worth / wealthy individuals and families
- Are accredited investors or qualified purchasers
- Have financial assets of $1 million to $25 million
- Delegate components of their financial management
- Value long term relationships
- Devote energy to activities they embrace
- Want to reach their goals without undue risk