At a Glance

Financial Alternatives is an experienced group of professionals serving the retirement planning and investment needs of local individuals and businesses. Through the use of low-cost investment, insurance, and annuity tools, the company’s goal is to assist clients in reaching their retirement, college, and estate planning goals.

Company Profile

  • Founded in 1981 by Gene and Julia Hoon
  • Headquartered in Wenatchee, WA
  • Services Central and Eastern Washington
  • Selected as a PlanMember Financial Center in 2013
  • Offers the PlanMember Services Program, a fully integrated retirement planning, investment and annuity solution designed to help individuals achieve a financially secure retirement.

Investment Solutions

Offers a broad range of choice including self-directed and professionally managed mutual fund portfolios, as well as a wide array of annuity options, through three primary product platforms:

  • 403(b) & 457(b) Savings Program for school districts and other nonprofits
  • IRA and Nonqualified Investment & Savings Program
  • PlanMember ERISA for 401(k), ERISA 403(b) and other plans subject to ERISA

Ancillary Financial Services

  • Life Insurance
  • LTC/Disability Insurance

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Before investing, carefully read the prospectus(es) or summary prospectus(es) which contains information about investment objectives, risks, charges, expenses and other information all of which should be carefully considered. For current prospectus(es) call (800) 874-6910. Investing involves risk. The investment return and principal value will fluctuate and, when redeemed, the investment may be worth more or less than the original purchase price.

Asset Allocation or the use of an investment advisor does not ensure a profit nor guarantee against loss.

Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. PlanMember is not liable for ancillary products or services offered by this representative and Financial Alternatives. Financial Alternatives and PlanMember Securities Corporation are independently owned and operated companies.

PlanMember Financial Corporation
6187 Carpinteria Avenue
Carpinteria, CA  93013