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"A sound planning process should free up your time from worrying about money to enjoying all the things in life that are important to you."

As quoted in the April 2011 edition of 422 Business Advisor Magazine,

"Harry Keller wants his clients to have fun. It's their job. That's why the quote leading off this article is printed boldly on the cover of his Firm's brochure."

"Our client's job is to go out, have fun, be happy and send us postcards and pictures of their travels and hobbies every quarter," says Harry Keller, CPA, CFP®, ChFC, CLU, MBA, President of Financial Independence Planning, LLC (www.myFIPadvisor.com). Keller looks through an impressive collection of client postcards and photos and a broad smile crosses his face. "We design and monitor a plan to help our clients reach their goals" he said. "In a lot of cases, people are taking more risk than they need to. Our objective is to keep them in the middle of the road, and help them become financially independent, which means they can enjoy what's important to them, and not have to worry about the day-to-day activity of maintaining and growing their wealth." Click here to read more

As quoted in Forbes April 2015 article. 

“It’s The Process that Builds Confidence”

Financial Independence Planning team with $700 million in assets under management, uses an eight-point process to get clients where they want to go.  It includes an exploration of goals, taxes and investments; charting a plan and reviewing it; and quarterly and annual checkups. Along the way, the advisors consult with either FIP’s in-house CPAs and attorneys, or the clients’ CPAs or estate planning attorneys to tie all financial areas into one complete plan.  In addition, the well-staffed customer services department follows a finely-tuned FIP process to consistently deliver the highest level of customer satisfaction. Click here to read more

 



© 2013 Financial Independence Planning,LLC

 

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