Alere Planning’s mission is to bring thoughtful guidance to emotional and complex life transitions. Prospective clients are typically introduced when preparing for or experiencing: • Career transitions • Retirement • Family changes • Loss of a loved one • Wealth inheritance or transfer Alere Planning, an independent financial services firm, located in Towson, Maryland was founded on the idea of serving a select group of households and executives / business owners. We believe investing the proper time to actively listen and build a deep relationship is essential to designing and implementing a personalized financial roadmap. We continuously monitor progress and work side-by-side with clients to make ongoing course corrections to help them stay on track. We are licensed to sell Securities in the following states: DC, MD, NC, PA, and SC. Advisory services offered through Alere Planning LLC a Registered Investment Advisor. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Alere Planning LLC are unaffiliated companies.