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
Webinar: Navigating the tax landscape and what it means for
If the recent COVID-19 crisis has you feeling a little overwhelmed about retirement, you’re not alone. Uncertainty leading to global market volatility can seem alarming when it comes to your retirement accounts, but it doesn’t have to be.
What Do Fine Wine and Financial Planning Have in Common?
Do you love wine? Next question: Are you financially confident? This one is a little harder to answer, right?
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Congratulations, you’re ready to commit. Perhaps you now share keys to the same front door or there’s a ring in your future.
Make the gig economy work for you.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Do you really have to tip 25% on a $5 coffee? What about your ride-share driver? Learn from the experts.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations?
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Make your retirement as exciting as your next vacation.
Do you know how to set up your financial goals for success? This knight does.