Broker Check


The Knowledge to Help You Prosper

Since 1999, International Planning Alliance has been devoted to helping individuals, families and business owners achieve their financial and personal goals. 


We're Built on a Tradition of Doing What's Right

Our mission is to provide customized and innovative solutions that help enhance financial security and maximize wealth. Our team of Financial Advisors, Insurance Agents, Business Planning, and Wealth Management Professionals are committed to delivering superior service to our clients.


What Differentiates Us from the Competition?

What Differentiates Us from the Competition?

We don't ascribe to a standardized approach to financial management. When you work with an IPA financial professional, your goals, dreams and concerns are heard, analyzed, and assessed. Why do we take this consultative approach? Simple - to ensure that you are receiving the most efficient and integrated plan possible.

Our commitment to doing the right thing for our clients and community guides our actions every day. We hold ourselves to high ethical standards and feel privileged to help build long-term financial security for our clients and their loved ones.

Client-First, Protection-First 

Protecting families and businesses is at the core of our company's values. Our financial strength and dedication to being prepared for the unexpected helps us keep our promise to our clients. 

$1.47B Assets Administered

The total amount of investment assets and cash value within life insurance policies.

20,500
Clients*

The number of individuals, families, and businesses we work with.

$9B Life Insurance Death Benefit

The amount of death benefits our clients' beneficiaries would receive.

$768M Disability Insurance Annualized Benefit

The amount of income replacement our clients would receive should they become sick, injured, or disabled.

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Fill out the form below and a member of our team will get back to you as soon as possible.

Thank you!
Oops!

*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.