Abundant financial independence, personal freedom, and peace of mind for you and your heirs can be achieved through Alere Planning’s comprehensive financial planning and asset management services.
Our Purpose…
As an independent financial advisory firm, we purposefully offer guidance and advice in a way that minimizes conflicts of interest inherent in the financial services industry. We are not beholden to any Wall Street company, corporate agenda nor any other financial product seller. We engage in the relentless pursuit of putting your interests first in everything we do.
We believe intellectual curiosity and continuous learning help us better serve your diverse and evolving needs. The accelerating pace of innovation and change in our world today, particularly in the financial industry, requires that we constantly search for new knowledge, understanding, and insights. We seek to challenge conventional wisdom and thinking.
What to Expect…
We believe iterative, holistic financial life planning, through an open, collaborative partnership built on trust and stewardship, not marketing and salesmanship, can, over time, significantly enhance your financial wellbeing. We combine empathic listening, creative problem solving, independent thinking and disciplined execution to help you live in alignment with your purpose.
Our Services
A life well lived begins with a carefully crafted financial life plan that is refreshed regularly to reflect life’s natural zigs and zags.
Why You Want a Fiduciary
A relentless pursuit of putting your interests first in everything we do.
Actionable Ideas
Explore actionable ideas we have been helping clients with of late.
Our Process
Combining disciplined thought (clarity and focus) with disciplined action (aligned with your purpose).
Happiness is not something you postpone for the future; it is something you design for the present.
— Jim Rohn