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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.

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To Catch a Thief

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By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

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Principles of Preserving Wealth

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

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

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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