Broker Check

About IPG


Independence Planning Group was established in 1987 to help executives and business owners develop financial strategies that exceed needs and goals. Independence Planning Group has over 50 Associates, 1,500 Brokers and a comprehensive support team serving clients from its headquarters in Blue Bell, Pennsylvania and satellite offices throughout Eastern Pennsylvania and Southern New Jersey.

At Independence Planning Group, we know that financial success is the result of discipline, hard work and smart, informed decision-making. To build and maintain an effective financial strategy, it’s important to seek out the right people who look to understand what is important to you, guide you, and provide long-term support as you move through the various stages of your financial life.

With Independence Planning Group, you have a dedicated representative who delivers valuable services in a coordinated and holistic way. We look beyond your basic financial needs and seek to optimize your assets, protection, and cash flow while seeking to minimize your debt both now and in the future. Our objective is to put you on a path to efficient wealth accumulation and financial balance, while protecting the future of your loved ones or your livelihood.

Independence Planning Group’s Associates are committed to serving their clients the way they would like to be served, in a world class manner.

Our mission is to provide security, comfort, and wealth to individuals and business owners through sound financial strategies.

Successfully maximizing wealth, reducing financial risk, and improving benefits are of significant importance to executives and business owners. At Independence Planning Group, we share that goal and have developed financial strategies for clients designed to improve the performance of existing resources and exceed their objectives.

Our clients’ ability to achieve their dreams is how we measure our success. Our goal is to accomplish our mission through our proactive approach, our commitment to exceptional service, and by working with some of the country’s most well recognized financial service companies and product lines.

Our mission is to become the Nation’s Premier Life Planning Company while providing security, comfort and wealth to associates, individuals and business owners through sound financial strategies.

Our firm provides access to some of the best financial minds in the business, with strong risk-management skills, and a full array of products and services. We work with you to identify the right strategies to achieve and protect your goals and your dreams.

Optimize your wealth. Achieve your goals. Protect your dreams.

Interested in a career with Guardian and Independence Planning Group?  Please visit here.