General Info

The International Planning Alliance is a premier financial services firm that maintains operations in the New York metropolitan area. It offers business planning, risk management, income tax reduction and wealth maximization services. The company also provides retirement planning, portfolio management, estate analysis, asset allocation and fiduciary services. It offers a range of life insurance products. The International Planning Alliance works in partnership with Guardian Disability Insurance Brokerage, which features disability income products. It works in alliance with Wood & Anthony, which is a limited liability company that provides advisory services. The company also offers personal lines for high net worth individuals and families. It additionally provides vendor request forms.