Broker Check

In the News

FIP raises over $2200 in first annual “Gravy Bowl” fundraiser for the Vietnam Veterans of America




Contact:        Carolyn Choh, Chief Marketing Officer

Address:       1495 Alan Wood Road, Suite 100  Conshohocken, PA19428                    



Phone:      (610) 825-5521 (Conshohocken, PA)         (215) 361-2028 (Lansdale, PA)

Fax:          (610)-825-8782                                           (215) 361-2029



Title: FIP raises over $2200 in first annual “Gravy Bowl” fundraiser for the Vietnam Veterans of America


Conshohocken, PA June 6, 2019 – Financial Independence Planning (FIP) held their 1st Annual Summer Kickoff Fundraising Event for the Vietnam Veterans of America on June 1st at the North Penn Fire Hall in North Penn, PA.

 The afternoon recognized the men and women who have served the United States. In attendance were clients who had seen action in the Pacific theater such as long-time client Oh Lee who honored the fundraiser by attending in his Vietnam fatigues. He and his guest Dr. Heung Chi recounted battles they had fought and witnessed over 40 years ago. The fundraiser was an idea borne from FIP’s Advisory Council, two of whom – Keith Smith and Cindy Schwebel were on the first steering committee to spearhead this effort.  Keith, himself a veteran and recently retired as Director at US Biodesign, emphasized that “this was our first effort to recognize a very worthy cause and next year’s will involve even more folks from the community.”   

 Harry Keller, founder and CEO of Financial Independence Planning delivered an important message: “There are hundreds of causes, but we felt that this one resonated with many of our clients who lived through the era of Vietnam and served our country and its principles with honor.”

 60 clients and friends of the FIP community attended the Gravy Bowl.  About 13 clients and friends competed by bringing over a gallon of sauce each. Attendees sampled the different sauces with gusto, complemented by generous helpings of pasta, Italian bread, and salad. Guests polished off scrumptious cookies freshly baked by Violet Hahn from Sweet Sinclair Bakery and delectable macaroons hand-made by Erica Koffler from After sampling the sauces, attendees voted on their top two favorite sauces which were identified only by alphabet.  The count was done with CPA and FIP financial advisor, Tom Malkoch.  The winners were Keith Smith with his “hot and spicy” sauce and Tatiana Damico with her delicious secret family recipe. A beautiful basket of wines, generously donated by Gifts with a Twist 4U raised another $300 from the raffle.


About Financial Independence Planning

Financial Independence Planning, LLCTM (FIP), based in Conshohocken and Lansdale, is a full-service financial services firm serving mainly Bucks, Delaware, Philadelphia, Chester and Montgomery counties. The firm executes a proprietary 8-step FIP financial process primarily for clients in ”pre-retirement” and retirement to help optimize their assets. The FIP process helps identify objectives and potential roadblocks early by mapping out an FIP Road Map. Through constant monitoring, quarterly calls and annual reviews, FIP advisors help clients stay on track to not worry about money and enjoy all the things in life that are important to them. The firm’s online client collaboration tools enable clients 24/7 secure access to their portfolio. The firm also provides educational seminars, a schedule of these events are on Harry Keller, the firm’s CEO and founder, was named to the Financial Times 400 Top Financial Advisers list in May 2019.

 Investment adviser representative and registered representative of, and securities and investment advisory service offered through Voya Financial Advisors, Inc. (member SIPC). Financial Independence Planning is not a subsidiary of nor controlled by Voya Financial Advisors, Inc.                       


CN871216_0620 # # #

Learn more