Since 1999, International Planning Alliance has been devoted to helping individuals, families and business owners achieve their goals. While the world is constantly changing, it’s comforting to know some things stay the same; that we can rely on each other. We understand that everyone has important goals — some financial, others personal — and at the core, our goals begin and end with a focus on the people who matter most. We start by discussing “what’s possible” and take you all the way to “it’s happening and I know I’m prepared.” Protecting families, planning for the future and having the confidence to know that no matter what life may have in store, we are prepared, is at the core of our company’s values.
We’re also privileged to help those same individuals build long-term financial security for themselves and their families. Our firm has worked tirelessly to do the right thing. First and foremost, people count. Our commitment to continually do the right thing for our clients and for our community guides our actions every day. We hold ourselves to high ethical standards and feel privileged to help the community build long-term financial security for themselves and their loved ones.
Our priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
The total amount of investment assets and cash value within life insurance policies.
The number of individuals, families, and businesses we work with.
The amount of death benefits our clients' beneficiaries would receive.
The amount of income replacement our clients would receive should they become sick, injured, or disabled.
*As of 7/2/2020- Client number footnote: Includes owners of in force life, disability income and long-term care insurance policies as well as all securities accounts. Assets Administered footnote: Represents in force cash values for life insurance and market values of all securities accounts. Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency.