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.
Infographic: Whole Life Insurance Can Be an Essential Piece
You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.
Building Your Legacy
A four-step framework for building a personal legacy.
You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk.
Whole life insurance can help to diversify a financial portfolio.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Do your insurance needs stay the same when the nest empties?
You’re at the amusement park, waiting to board the roller coaster. You can see the whole track as you stand in line. Peaks that seem to pierce the clouds.
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.
Have you explored all your options when it comes to managing your taxable income?
Disability happens to more people, more often than you may think, and it lasts longer, too.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Why are 401(k) plans, annuities, and IRAs so popular?
What does your home really cost?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.