Jennie Sherman, Planning Alliance

Jennie Sherman, Planning Alliance Helping others organize and implement financial plans that help protect what matters most. Planning Alliance is not an affiliate or subsidiary of Guardian.

I've spent 17 years in the financial industry witnessing the results of successful and poor planning. I know firsthand how being unprepared for what life throws at you can set you back. My career growth has alerted me to things I should have done differently. It's that knowledge that drives me to help others be as prepared as possible. Financial Representative of The Guardian Life Insurance Compan

y of America® (Guardian), New York, NY. CA Insurance License Number - 4246243. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
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Even low inflation rates can pose a threat to investmentreturns.
06/03/2026

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

Contact me today to learn more
06/01/2026

Contact me today to learn more

For many business owners today, retirement planning is important for both their own and their employees’ financial future

Discover a way to help make your retirement assets more valuable with the IRA Maximization strategy
05/29/2026

Discover a way to help make your retirement assets more valuable with the IRA Maximization strategy

Advanced Planning Strategies Explained

With great wealth comes even greater questions. Learn more in our article.
05/27/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

You work hard for your money, but when your paycheck comes you may notice that you don’t get to keep it all. Why does yo...
05/25/2026

You work hard for your money, but when your paycheck comes you may notice that you don’t get to keep it all. Why does your take-home pay shrink? And what do all those deductions mean? Here’s a brief guide

Here’s a brief guide to the common deductions and withholdings you see each payday

For working couples, benefits decisions aren’t always straightforward. With two employers and two benefits plans to cons...
05/22/2026

For working couples, benefits decisions aren’t always straightforward. With two employers and two benefits plans to consider, choosing the right option requires weighing coverage, costs, and how each plan supports your priorities.

Tips for working couples comparing employer benefits and choosing insurance, coverage, and financial protections.

You could really use a vacation to relax and recharge, but the idea of paying for it all has you putting your plans on h...
05/20/2026

You could really use a vacation to relax and recharge, but the idea of paying for it all has you putting your plans on hold. Check out these simple budgeting tips and start planning your getaway now.

Feeling stressed? A vacation might be just what you need. Here are some simple steps you can take to help make it affordable.

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
05/18/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Disability insurance can be more affordable than you think. Plus you can customize your DI policy to address things like...
05/15/2026

Disability insurance can be more affordable than you think. Plus you can customize your DI policy to address things like student loans and your future earnings.

Disability insurance can be more affordable than you think.

Have a strategy for discussing healthcare with your parents.
05/13/2026

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

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1040 Broad Street/Suite 202
Shrewsbury, NJ
07702

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