Broker Check
Student Loan Protection The Long Run: Women and Retirement Don’t Myth Out on Whole Life The Independence of Financial and Emotional Well-Being
 

Investments

 

Retirement

 

Estate

 

Insurance

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


Download Our Free App

We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.

Download our app on the App Store! Download our app on Google Play!


Helpful Content

Is Your Financial House Haunted?

Is Your Financial House Haunted?

There is nothing to fear but fear itself, especially when it comes to personal finances.

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

 

Thanks, Mom!

When it comes to managing your personal finances, there’s plenty of complex advice out there. But often, simpler is better.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

The 12 Steps to Living Confidently: How to Set Up a Budget

Get ready. We’re about to get deep. Have you ever thought about what means, means?

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Looking to Improve Your Financial Future?

Consolidating financial accounts onto one platform can help you spell out a clearer financial future.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

View all articles arrow

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Surprises

Making the most of surprises is a great reason to work with us.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

View all videos arrow