Client Center


"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 ( 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."

" Financial Independence Planning is a financial services firm serving clients primarily in Montgomery, Bucks, and Philadelphia Counties through its main offices at 33 Jenkins Avenue in Lansdale and 1495 Alan Wood Road in Conshohocken. The organization delivers a financial process for clients in retirement and pre-retirement, to help them retain and optimize their retirement assets. Financial Independence Planning leverages its proprietary 8-step process to identify objectives and potential roadblocks early by using a Financial Road Map®." Click here to read more…

© 2013 Financial Independence Planning,LLC


  • Articles


    Educate yourself on a variety of financial topics.

  • Calculators


    A host of financial tools to assist you.

  • Newsletters


    Timely Newsletters to help you stay current.

  • Glossary


    Financial terms from A to Z.

  • Videos


    Short animations that focus on a variety of financial topics.

  • Flipbooks


    These magazine-style flipbooks provide helpful information.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Who Controls the Cash?

Results of a recent survey on couples and money management, plus suggestions for forging a stronger financial partnership.

Fixed-Income Investments and Rising Interest Rates

Bond prices typically fall as interest rates rise; this may be a good time to examine your fixed-income investments.

HOT TOPIC: Global Static: Geopolitics and U.S. Markets

A look at recent international geopolitical situations and whether they could have a long-term effect on U.S. markets.

When Adult Children Need Financial Help

Ideas for parents to consider when their adult children ask for financial help.

More Newsletters →

March 05, 2015 @ 01:18 PM

Dow Jones Industrials 18,095.10 - 0.01
Nasdaq Composite ETF + 0.1 %
S&P 500 ETF - 0.0 %

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© Interactive Data Managed Solutions (NYSE:IDC) All rights reserved.