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
7 Ways to Show Your Appreciation for Mom this May
For the unsung heroes who raised us, protected us, encouraged us and cleaned up after us, now is the chance to express our gratitude.
How Income Taxes Work
A quick look at how federal income taxes work.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
A step-by-step plan to become more financially and emotionally confident can make this year awesome.
Here are 5 reason why you may consider working through retirement.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The item most homeowners forget on their home improvement project checklist is insurance.
Even if you’re young and single, you should still consider protecting yourself.
Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.
How federal estate taxes work, plus estate management documents and tactics.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Disability happens to more people, more often than you may think, and it lasts longer, too.
That big list of dreams and goals isn't the only way to look at your bucket list.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
What does your home really cost?