"It's the Process that Builds Confidence" - Harry Keller CFP®, ChFC, CLU, MBA
"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."
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.
Registration required before the event.