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
How to Spend Smart to Improve Cash Flow
Congratulations — your business is profitable! Have you considered how much of those profits to reinvest in your business?
Building Your Legacy
A four-step framework for building a personal legacy.
The 12 Steps to Living Confidently: How to Cut Your Expenses
The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.
Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help.
Get on track to creating the retirement you want. Here are seven financial strategies to take now to help you.
For the unsung heroes who raised us, protected us, encouraged us and cleaned up after us, now is the chance to express our gratitude.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Small businesses are at risk when they lose a key employee. Here’s how you can protect yourself.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
How federal estate taxes work, plus estate management documents and tactics.
For women, retirement strategy is a long race. It’s helpful to know the route.
Here’s a quick guide to checking to see if you have unclaimed money.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Make your retirement as exciting as your next vacation.
How does your ideal retirement differ from reality, and what can we do to better align the two?