A Representative In Building Your Financial Success

International Planning Alliance, LLC is a financial services firm built on a tradition of "doing what is right". Our mission is to provide customized and innovative strategies that enhance financial security and maximize wealth. We will achieve our mission by providing the resource and support necessary to deliver superior service to our clients.

At IPA, you will never find a standardized approach to financial management. Your personal IPA Financial Representative will take the time to understand your goals, dreams and concerns. We will ask questions designed to gain insight to the plans and products that you currently have in place. We’ll then step back and analyze the big picture, assessing performance, linking strategies and ultimately making recommendations to ensure that you are receiving the most efficient and integrated plan possible.

 

At International Planning Alliance, LLC we know that financial success is the result of discipline, hard work and smart, informed decision-making. To build and maintain an effective financial strategy, it’s important to seek out the right people who look to understand what is important to you, guide you, and provide long-term support as you move through the various stages of your financial life.

With International Planning Alliance, LLC you have a dedicated representative who delivers valuable services in a coordinated and holistic way. We look beyond your basic financial needs and seek to optimize your assets, protection, and cash flow -- and minimize your debt -- now and in the future. Our objective is to put you on a path to efficient wealth accumulation and financial balance, while protecting the future of your loved ones or your livelihood.

Our firm provides access to some of the best financial minds in the business, with strong risk-management skills, and a full array of products and services. We work with you to identify the right strategies to achieve and protect your goals and your dreams.

Optimize your wealth. Achieve your goals. Protect your dreams.

 Turn your dreams into realities.


 
Career
Discover more about a career in financial services and the many ways you can enrich the lives of the people you touch. Select the link below to explore a career with International Planning Alliance.
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Resources
Our organization offers many resources to both our clients and advisors. Select the link below to understand the many ways International Planning Alliance, LLC can support you.
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The Living Balance Sheet ®
What if you had a personal financial planner who took a different approach to money management without increasing risk and utilized revolutionary web technology to help you achieve your financial balance?
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 300 Broadacres Drive, Suite 175 | Bloomfield, NJ 07003 | P: (973)244-4420 F: (973)-244-7804

 

 1040 Broad Street, 2nd Floor, Suite 202 | Shrewsbury, NJ 07702 | P: (848) 456-3060  F: (732) 544-2037
 

Guardian, its subsidiaries, agents, or employees do not provide tax or legal advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. No offers may be made or accepted from any resident outside these specified states. The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside. The information on this web site is designed to be general in nature and for educational purposes only.
 

Financial information concerning The Guardian Life Insurance Company of America as of 12/31/12 on a statutory basis: Admitted Assets = $37.5 Billion; Liabilities = $32.8 Billion (including $28.6 Billion of Reserves); and Surplus = $4.7 Billion.

 

Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 7 Hanover Square, New York, NY . Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. PAS is an indirect, wholly owned subsidiary of Guardian. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. International Planning Alliance, LLC (IPA) is not an affiliate or subsidiary of PAS or Guardian. IPA is not an independent registered investment advisor. The information on this site is intended for the residents of New Jersey. The financial representatives of IPA are not licensed to sell insurance and securities in all 50 states.

To find out if an agent is licensed in your state, please contact Linda Bellofatto at 973-396-1997.

PAS is a member of FINRA, SIPC

The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws. Guardian, its subsidiaries, agents or employees do not give tax or legal advice.

© Copyright 2005-2013, The Guardian Life Insurance Company of America