Services for Your Wealth, Your Life, on Your Terms
Alere Planning provides you with long-term solutions using a custom blend of services that grow and protect your wealth based on your vision and your family’s values.
Partner with Alere Planning
Experience comprehensive planning and investment services with one goal: your best life.
Your Unique Needs and Goals Drive Our Process
Technology Supported
Our in-depth analyses utilize the latest technologies to illustrate investment options based on your current circumstances, requirements, and vision. Proposed portfolios account for your risk tolerance and capacity along with the cash flow you need for the lifestyle you envision.
Expert Guidance
Our plans leverage diversification, sophisticated tax strategies, and controlled costs so you can achieve the growth needed to execute on your plan.
Peace of Mind
More than just highlighting potential returns, our collaboratively-designed portfolios provide you with the insights needed to determine the solution best suited to your current life and the future path.
Your advisor will guide you through the data and concepts so you feel at ease with the decisions you make. And Alere’s financial plans are flexible enough to adjust quickly as your life evolves.