International Planning Alliance provides a wide-range of financial solutions for you, your business and your family. Our firm is passionate about providing you with the best, most comprehensive financial strategies. Whether it’s your business life or your personal life, we’ll find the right method to employ. Let’s work together to create a plan that works for you.

Personal Strategies

Life happens. They say that life happens when you’re busy making other plans. What would your life look like if you actually planned for your life to happen? What would your financial outlook look like? Are you ready for retirement? Would your loved ones be financially secure if you passed away or you suddenly became seriously ill? Maybe you just want to pay down your debts and start a college fund for your children. Whichever it is we can help lay out the roadmap that sets you on the path toward reaching your financial goals, including:


  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance*
  • Estate Planning
  • *Guardian nor any of its subsidiaries offer Long Term Care Insurance

Wealth Management

  • Money Management**
  • Wealth Accumulation
  • Wealth Distribution
  • Retirement Planning and 401(k)
  • Cash Flow Management
  • College Funding
  • **Money Management offered by Park Avenue Securities

Business Owner Strategies

While you are focused on your clients, we are focused on you and your bottom line. We work with business owners to help them find the right combination of solutions. We can help you take the guesswork out of providing employee and/or executive benefits including:

Employee Benefits

  • Major Medical
  • Dental
  • Group Life
  • Group Short Term & Long Term Disability
  • Voluntary Benefits
  • Pension Design & Administration

Executive Benefits

  • Supplemental Life & Disability Income Protection
  • Business Insurance
  • Succession Planning
  • Buy-Sell Agreements
  • Key Person Training
  • Split Dollar Arrangement

*Neither Guardian nor its subsidiaries issue Major Medical. 1Investment advisory services offered through Park Avenue Securities.