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Five-Star Wealth Management recognized Financial Independence Planning, LLC as one of the premier wealth management firms for the 9th year.

FOR IMMEDIATE RELEASE

Title: Five-Star Wealth Management recognized Financial Independence Planning, LLC as one of the premier wealth management firms for the 9th year.

Conshohocken, PA September 9th, 2022 – PA Five-Star Wealth Management has recognized Financial Independence Planning, LLC as one of the premier wealth management firms in the Greater Philadelphia region for the 9th year. The recognition comes on the heels of Financial Independence Planning (FIP) being named one of Forbes Best-In-State Wealth Advisors. Founded in 1995, FIP’s founder and CEO, Harry Keller, CFP®, ChFC, CLU, MBA attributes the firm’s success to “Hard work, team effort and delivering consistent, best-in-class client service.” FIP President Jared Keller continues, “I’ve seen my father build this firm with countless hours of hard work. Our firm has core experience with people going through corporate downsizing and has helped many families plan through job changes, retirements, and other life-changing transitions. The firm also offers clients the convenience of accessing additional planning experience with professional CPAs and attorneys associated with the practice.”


One of his first associates and now a Senior Advisor, Fred Shocket says, “We have built our business by helping people who have worked hard to accumulate their assets, we call them the millionaire next door.” Senior Advisor and CMO Carolyn Choh added, “But now, as our clients have aged, we are educating them on the equally important challenge of how to prepare for retirement and spend down their assets.” Harry attributes a lot of the success to the team. He noted, “Our team of advisors has been with us for a long time. Many of the support staff have worked with Financial Independence Planning for quite some time as well. Our team tenure, financial planning process, investment committee, and investment models have helped our clients gain clarity in their financial plans, and confidence that they will stay on track so that they can trust us with the capability to continue helping them in the future.”


He added, “To celebrate the re-opening of the world as the pandemic begins to subside, we returned to hosting several fun in-person client events this year, so I hope our clients and friends who can benefit from an FIP experience will come to some of these events!”

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client's evaluation. The Five Star award is not indicative of the wealth manager's future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.


©2022 Financial Independence Planning, LLC | Investment adviser representatives offering securities and advisory services through Cetera Advisor Networks LLC, (doing insurance business in CA as CFGAN Insurance Agency LLC) member FINRA/SIPC a Broker/Dealer and Registered Investment Adviser. Any opinions/views expressed within do not necessarily reflect those of Cetera Advisor Networks LLC. In addition, they are not intended to provide specific advice or recommendations for any individuals. Financial Independence Planning is not a subsidiary nor controlled by Cetera Advisor Networks LLC. CA insurance license # 4127777. 610-825-5521 1495 Alan Wood Road, Conshohocken, PA 19428. To see our video go to www.myfipadvisor.com. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

Harry Keller CFP, ChFC, CLU, MBA named to Forbes 2022 Best-In-State Wealth Advisor List

FOR IMMEDIATE RELEASE

Title: Harry Keller CFP, ChFC, CLU, MBA named to Forbes 2022 Best-In-State Wealth Advisor List

Conshohocken, PA April 13, 2022 - Financial Independence Planning is proud to announce Harry Keller CFP, ChFC, CLU, MBA and CEO at FIP has been named to Forbes Best-In-State Wealth Advisors. This is the second consecutive year Harry has received this award, highlighting the excellence Harry and the FIP team consistently deliver to each client. Nominated by their peers, this prestigious list spotlights Financial Advisors around the country who exemplify the best of the industry. “It is an honor to be chosen as one of the best Financial Advisors in Pennsylvania by Forbes, Shook, and by my peers. This award, while presented to me, truly serves as a recognition to the entire FIP team, our seasoned advisors, strong client service as well as administrative team. We would not be able to enjoy the success we have today without them.” says Harry Keller. FIP President Jared Keller continues, “Harry continues to lead our firm by example, he is constantly showing our teams the importance of being genuinely interested in clients and their lives outside of their investments.” Adds Senior Advisor and CMO Carolyn Choh, “Demonstrating leadership also means an ability to discern when to embrace change and Harry’s leadership was important in a time of great flux, exhibiting flexibility to adapt time-tested processes to new ones.”

Starting with almost 35,000 nominations nationwide, this ranking developed by SHOOK Research combined qualitative criteria using an algorithm that weighted factors like revenue trends, assets under management, compliance records, industry experience and encompassed best practices in how they work with clients. This information, culled from telephone, virtual, and in person interviews was combined with quantitative data to build the rankings.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years' experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of April 2022, 34,925 nominations received, based on thresholds – 19,640 invited to complete online survey – 14,476 telephone interviews – 2,657 in-person interviews at Advisor's location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

 

About Financial Independence Planning

Celebrating its 26th anniversary, Financial Independence Planning, LLCTM (FIP), based in Conshohocken and Lansdale, is a full-service financial services firm serving the greater tri state area. For over 26 years, the firm has executed 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 and a 360 view through myFIP to their portfolio. The firm also provides educational seminars, a schedule of these events is on www.myfipadvisor.com. Harry Keller, the firm’s CEO and founder was named to the Forbes Best-In-State Wealth Advisors list in April 2022 and February 2021.

 

©2022 Financial Independence Planning, LLC | Investment adviser representatives offering securities and advisory services through Cetera Advisor Networks LLC, (doing insurance business in CA as CFGAN Insurance Agency LLC) member FINRA/SIPC a Broker/Dealer and Registered Investment Adviser. Any opinions/views expressed within do not necessarily reflect those of Cetera Advisor Networks LLC. In addition, they are not intended to provide specific advice or recommendations for any individuals. Financial Independence Planning is not a subsidiary nor controlled by Cetera Advisor Networks LLC. CA insurance license # 4127777. 610-825-5521 1495 Alan Wood Road, Suite 100, Conshohocken, PA 19428. To see our video go to www.myfipadvisor.com. All investing involves risk, including the possible loss of principal.  There is no assurance that any investment strategy will be successful.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. This award is not representative of actual client experiences or outcomes, and is not indicative of any past, present, or future investment performance.