When was the last time a financial services firm went to bat for you and you alone? Here at International Planning Alliance, we believe that people matter, our clients matter. Your success is our focus. We are determined to do the right thing for our clients, while also maintaining the highest ethical standards; that is the tradition on which this firm was built.
Our mission is to provide innovative, individualized solutions that elevate your financial well-being and increase wealth. We do this by contributing the resources and support necessary to provide exemplary service to our clients.
At International Planning Alliance, you are provided with accessible, devoted professionals equipped with a full array of strategies at your disposal. One of our most valuable strategic tools is The Living Balance Sheet®.
The Living Balance Sheet® gives you an in-depth snapshot of your financial world all in one place. This allows us to better address a variety of financial scenarios and outcomes.
We stay up-to-date on current legislation and trends, so you don’t have to. We will monitor how the current environment is impacting your success and will work with you to stay on track.
International Planning Alliance is associated with The Guardian Life Insurance Company of America, founded in 1860, and is currently one of the largest mutual life insurance companies in the United States. We are supported by the prodigious resources present at Guardian Life to ensure that our clients can rely on us to be here when they and their loved ones need us and are well equipped to work together with you to build your future.