Mission & Vision
We are committed to empowering our clients to achieve their financial goals across generations.
Navigating your finances isn’t intuitive-that’s why trusted guidance matters.
Who We Are
Our Firm has been active in Westport, MA since 1978. Financial Planning Alternatives is an independent financial services firm offering high touch financial planning, investment management and insurance products both locally and nationwide. We are devoted to serving our clients’ best interests. Our Senior Advisor and staff range from seasoned professionals with various industry licenses and designations to the next generation of new talent to provide you with the highest levels of service and to deliver meaningful financial guidance.
Who We Serve
FPA’s range from busy professionals to blue collar workers, small business owners, municipal employees and teachers as well as long-standing multi-generational families. We work with clients looking to plan for all of life’s transitions such as; job change, marriage, divorce, retirement, our professionals provide specific guidance at every stage of life. Through education and transparency, clients are empowered to invest with confidence. Clients are able to make better financial decisions when they understand the reasons behind recommended strategies.
What We Do
It starts with an open, unbiased conversation about your current situation, what got you there, and how we can help. We build a strong relationship with you to learn about your financial goals, short and long term. Mutual respect and trust are the foundation for building, managing, and protecting your wealth. Using a team-based method we deliver exceptional service, FPA accesses a broad range of financial solutions to help clients determine their best strategy. Comprehensive financial plans are presented that align strategy with action, combining portfolio design with a clear understanding of client’s unique needs, goals, and objectives.
The Value Of Independence
What is an independent advisor?
An independent advisor operates free from conflicts of interest, focusing solely on the client's financial well-being. They provide unbiased advice, tailored to individual needs, without being tied to specific products or services.
