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FINANCIAL INDEPENDENCE PLANNING, LLC

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

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WELCOME TO FINANCIAL INDEPENDENCE PLANNING, LLC™

Financial Independence Planning, FIP, is one of the premier financial planning firms in the tri-state area. We earn the trust and respect of our clients and peers by consistently delivering high quality, reliable, and accurate financial planning and wealth management advice and service. To read more about our vision, mission and unique process, click here.

EDUCATIONAL EVENTS SCHEDULE 2020

Registration opens one month before the event.

2021 Economic Forecast

TBD –  William Penn Inn, Lansdale, PA

TBD -- Rivercrest Golf Club & Preserve, Phoenixville, PA

TBD – The Buck Hotel, Feasterville, PA


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Living Choices and Retirement

May 11 - William Penn Inn, Lansdale, PA

May 19 - The Buck Hotel, Feasterville-Trevose, PA

May 21 -  Rivercrest Golf Club & Preserve, Phoenixville, PA

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HEALTH AND MEDICARE/YEAR-END TAX PLANNING

September 15 - William Penn Inn, Lansdale, PA

September 17 - Rivercrest Golf Club & Preserve, Collegeville/Phoenixville, PA

September 22 - The Buck Hotel, Feasterville-Trevose, PA

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SOCIAL SECURITY AND RETIREMENT INCOME PLANNING

November 2 - William Penn Inn, Lansdale, PA

November 5 - Rivercrest Golf Club & Preserve, Collegeville/Phoenixville, PA

November 10 - The Buck Hotel, Feasterville-Trevose, PA

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DO YOU GET AN ANNUAL CHECKUP FOR YOURSELF? WHAT ABOUT FOR  YOUR FINANCIAL PLAN? GET IN TOUCH WITH US FOR A COMPLIMENTARY CONSULTATION

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