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

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

7 Ways to Show Your Appreciation for Mom this May

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

How Income Taxes Work

A quick look at how federal income taxes work.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

 

The Twelve Steps to Living Confidently: Goals

A step-by-step plan to become more financially and emotionally confident can make this year awesome.

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Financial Hacks for Millennials: Values-Based Investing

Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.

View all articles arrow

Principles of Preserving Wealth

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

View all presentations arrow

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

Rightsizing for Retirement

What does your home really cost?

View all videos arrow