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
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.