Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
An effective estate can spell out your healthcare wishes and ensure they’re carried out – even if you are unable to communicate.Learn More
A sound insurance program can help protect your family from the financial consequences of unexpected events.Learn More
Understanding Today’s Financial Environment
Welcome, we’re Independence Planning Group, a financial organization in Blue Bell, PA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Don’t Get Trapped by These Retirement Myths
Have you been making correct assumptions about financial planning for retirement? Here are some popular retirement myths.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Learn about the risks of not having health insurance in this informative article.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Living with confidence means living within your means. managers.
The dreams of small business owners and the business plans that outline the strategy to fulfill those dreams rarely include the insurance protections that business owners will need. Yet, having adequate protection can...
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Financial lessons from movies and TV.
How federal estate taxes work, plus estate management documents and tactics.
Make your retirement as exciting as your next vacation.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Do you know how to set up your financial goals for success? This knight does.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Disability happens to more people, more often than you may think, and it lasts longer, too.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?