About Our Agency
Our mission is to provide security, comfort, and wealth to individuals and business owners through sound financial strategies.
Successfully maximizing wealth, reducing financial risk, and improving benefits are of significant importance to executives and business owners. At Independence Planning Group, we share that goal. Since 1987, we've developed financial strategies for clients designed to improve the performance of existing resources and exceed their objectives.
Our mission is to provide security, comfort, and wealth to individuals and business owners. Our clients' ability to achieve their dreams is how we measure our success. Our goal is to accomplish our mission through our proactive approach, our commitment to exceptional service, and by working with some of the country's most well recognized financial service companies and product lines.
Independence Planning Group serves clients from its headquarters in Blue Bell, Pennsylvania and satellite offices throughout Eastern Pennsylvania and Southern New Jersey.
Independence Planning Group was founded on January 2, 1987 by Dan Linehan with the purpose of helping executives and business owners customize financial strategies that exceed their needs and goals.
Currently, Independence Planning Group has over 70 Associates, 1,500 Brokers and a comprehensive support team serving the tri-state area.
Independence Planning Group's Associates are committed to serving their clients the way they would like to be served, in a world class manner.
Our mission is to become the Nation's Premier Life Planning Company while providing security, comfort and wealth to associates, individuals and business owners through sound financial strategies.
Registered Representatives of Park Avenue Securities LLC (PAS), 1767 Sentry Parkway West, Madison Bank Building, Suite 200, Blue Bell, PA 19422. Securities products/services are offered through PAS, a registered broker/dealer, 1 888-600-4667. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Independence Planning Group is not an affiliate or subsidiary of PAS or Guardian. Independence Planning Group is not a registered investment advisor and none of their services should be construed as investment advisory services.
PAS is a member of FINRA and SIPC.
Registered Representatives are securities licensed in the STATES of AZ, CA, CO, CT, DE, FL, GA, HI, IA,ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TX, VA, WA, WI and this website is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.
The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.
The Information on this site is intended for the residents of AZ, CA, CT, CO, DE, FL, GA, IA,ID,IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI, WV. The financial representatives of Independence Planning Group are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact our Licensing Department at (267) 468-0822.
Links to other sites are for your convenience in locating related information and services. This Agency, The Guardian Life Insurance Company of America (Guardian) and Park Avenue Securities, LLC (PAS) do not maintain these other sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide. Although this Agency, Guardian and PAS believe that the information from these organizations is reliable, we cannot guarantee its completeness or suitability for any purpose. Accordingly, this Agency, Guardian and PAS expressly disclaim any responsibility for the content, the accuracy of the information or the quality of products or services provided by the organizations that maintain these sites. This Agency, Guardian and PAS do not recommend or endorse these organizations or their products or services in any way.
The Living Balance Sheet ® and the Living Balance Sheet ® Logo, are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws.
© Copyright 2005-2011, The Guardian Life Insurance Company of America
Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.