When you work with a Financial Services Representative to design the best path for your financial future, your goals become our goals, which we strive to achieve together. Our Financial Services Representatives assist you in setting, monitoring, and meeting your goals through a spectrum of financial services, including long-term asset accumulation, preservation, and distribution strategies.
Aligne Wealth Preservation & Insurance Services, LLC has the largest amount of assets serviced of any firm working with the MassMutual Trust Company, FSB, demonstrating our industry leadership.
Ivan Illán has been featured in articles by The Wall Street Journal, The Washington Post, Dow Jones Newswires, The Wealth Channel by The American College, and more.
Getting Through The Fog By Caren Chesler
The Secret To Drama-Free Discussions About Inheritance
By Christine Giordano
The One Thing You Shouldn't Do When Rebuilding Your Portfolio By Laura Mohammad
Creating Your A Team By Anne Field
9 Healthy Resolutions: No Dieting Required
By Madeline Vann, MPH
Teaching Children the Gift of Giving By Ivan Illán