Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Bryan M. Kuderna is a CERTIFIED FINANCIAL PLANNER™, Life Underwriter Training Council Fellow, and an Investment Adviser Representative. He has regularly qualified for the industry’s prestigious Million Dollar Round Table®. He is the...
Elizabeth started with International Planning Alliance in December of 2016. She is a graduate from The University of Rhode Island, with a dual degree in General Business and Environmental Economics. Prior to IPA she previously worked...