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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."

" 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

 

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