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
Infographic: Top Tip for Tipping
Do you really have to tip 25% on a $5 coffee? What about your ride-share driver? Learn from the experts.
Retirement Planning With Your Special Needs Child in Mind
Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help.
Gift Giving: Spend Less, Enjoy More
Stressed about the cost of holiday gift giving? You’re not alone.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Military families face unique challenges, making personal finance even more critical.
Your credit score may influence how much you pay for auto and home insurance.
There is nothing to fear but fear itself, especially when it comes to personal finances.
What kind of auto insurance should you have? Do you know?
Sometimes it can feel overwhelming. It seems like our financial needs outstrip our ability to meet them.
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.
Do you know how to set up your financial goals for success? This knight does.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
That big list of dreams and goals isn't the only way to look at your bucket list.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?