Strategies

The great advantage to working with International Planning Alliance, LLC is the access you will gain to a multi-discipline team of advisors and financial professionals all working together on your behalf.

IPA has the capability to meet all your personal and professional financial needs from college tuition funding, retirement and estate planning to group insurance and 401(k) planning.

 

International Planning Alliance is committed to providing the most comprehensive financial strategies for you, your family and your business.
Business Owner Strategies   Personal Strategies

Employee Benefits 

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

Executive Benefits

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

Life and Disability Income Protection
Long Term Care Insurance
Money Management*
Wealth Accumulation
Wealth Distribution
Retirement Planning
Estate Planning

*Investment advisory services offered through Park Avenue Securities.
Additional Planning Strategies

Debt Elimination
College Funding
Charitable Giving

A Glossary located on the Resources page is available to explain key terms. Should you have any questions, please call us at (973) 396-1997. We are happy to find you the solution you need.

 



 

710 Route 46 East, Suite 401 | Fairfield, NJ 07004 | 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.

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 in all 50 states.

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

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