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
Attract Better Employees with Better Benefits
In a good economy, smart business owners know that a benefits package needs to fan a candidate’s excitement for joining...
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
At what point can you call a personal vehicle commercial?
Having an additional payment option in your wallet comes with advantages. Say you’re strapped for cash but your preteen needs a new bike, you can simply....
Learn about the risks of not having health insurance in this informative article.
Put measures in place to help you replace a portion of your income if the unexpected happens.
A medical scare can be a wake-up call in terms of your physical and financial health. Here’s how to strengthen your finances
How federal estate taxes work, plus estate management documents and tactics.
Make your retirement as exciting as your next vacation.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Disability happens to more people, more often than you may think, and it lasts longer, too.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here’s a quick guide to checking to see if you have unclaimed money.