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The Journey


"It's the Process that Builds Confidence"

                 - Harry Keller
                         CFP®, ChFC, CLU, MBA

Our Story

FINANCIAL INDEPENDENCE PLANNING, LLC

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.

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EDUCATIONAL EVENTS SCHEDULE 2023

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            RSVP for Our Upcoming Gardening Lecture and Lunch!

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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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