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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Insurance isn’t fun to think about, but it can help protect you and give you confidence, so you can focus on the importa...
09/04/2026

Insurance isn’t fun to think about, but it can help protect you and give you confidence, so you can focus on the important things in life.

Insurance isn’t always top of mind, but it can help protect you and give you confidence, so you can focus on your life.

Divorce can be a stressful time in your life, but taking steps to protect your financial future can help increase your h...
09/02/2026

Divorce can be a stressful time in your life, but taking steps to protect your financial future can help increase your happiness and set you up for a more confident next chapter.

If you are going through a divorce, here are some steps to take to help ensure that you’re properly protected by insurance. 

Single parents face unique stresses that can take a toll on their well-being, and financial health can suffer the most. ...
08/31/2026

Single parents face unique stresses that can take a toll on their well-being, and financial health can suffer the most. Here are five small steps that can be taken to make big strides toward improving your overall well-being.

Learn 5 steps to take to improve your finances and overall well-being as a single parent.

During June, Alzheimer’s Awareness Month, remember: up to 40% of Alzheimer’s cases may be prevented or delayed. If Alzhe...
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During June, Alzheimer’s Awareness Month, remember: up to 40% of Alzheimer’s cases may be prevented or delayed. If Alzheimer’s strikes, would you be ready financially? Let’s find out together. Reducing the risk of dementia

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Raising kids is expensive. That’s why it’s so important to talk to them from an early age about all aspects of money.
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Raising kids is expensive. That’s why it’s so important to talk to them from an early age about all aspects of money.

Here are some practical tips for teaching your kids how to build a confident financial future

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
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Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Gig work gives you more freedom, plus you’re your own boss, but it can also make you feel less financially secure. Here’...
08/21/2026

Gig work gives you more freedom, plus you’re your own boss, but it can also make you feel less financially secure. Here’s how to enjoy the benefits while also protecting your financial stability.

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Charitable donations not only benefit the recipient, but they can boost your personal happiness and generate tax benefit...
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Charitable donations not only benefit the recipient, but they can boost your personal happiness and generate tax benefits. How can you make charitable giving part of your long-term plan?

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Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

This program provides a professional review of your existing buy-sell agreement and makes recommendations based on your ...
08/14/2026

This program provides a professional review of your existing buy-sell agreement and makes recommendations based on your current business needs and situation.

A professional buy-sell agreement review with customized recommendations.

Address

1040 Broad Street/Suite 202
Shrewsbury, NJ
07702

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