Alere Planning LLC is an independent Registered Investment Advisory firm focused on helping clients successfully navigate change in their busy lives. Whether preparing for, or experiencing such change, it is our desire to provide a diligent, caring, and constructive experience.
Doing well with money has little to do with how smart you are and a lot to do with how you behave.
What is getting little media attention these days is the huge expansion in household wealth in this country.
A key tenet of investing is the belief that markets rise over time. Don’t let the daily, weekly, or monthly market fluctuations lure you into taking actions that may derail your long-term investment success.
We can help you build a tremendously valuable triple tax-advantaged Health Savings Account (HSA) for a secure retirement.
This easy to adopt habit can lead to better health. And who doesn’t want that?
