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Harry Keller CFP<sup>&#174;</sup> , ChFC, CLU, MBA named to Forbes 2023 Best-In-State Wealth Advisor List

Harry Keller CFP® , ChFC, CLU, MBA named to Forbes 2023 Best-In-State Wealth Advisor List

Conshohocken, PA June 2nd, 2023 - Financial Independence Planning is proud to announce Harry Keller CFP® , ChFC, CLU, MBA and CEO of FIP has been named to Forbes Best-In-State Wealth Advisors. This is the third consecutive year Harry has received this award, showcasing the excellence Harry and the FIP team consistently deliver to each client. Nominated by their peers, this prestigious list spotlights Financial Advisors nationwide who exemplify the best of the industry. “In 2023 FIP promoted four Senior Client Service Representatives to Financial Advisors. 

We are honored to be chosen as one of the best Financial Advisor teams in Pennsylvania by Forbes, Shook, and by my peers. This award, while presented to me, also serves as a testament to the ability of the entire FIP team, including its strong client service and administrative team. We would not be able to enjoy the success we have today without them.” Noted Harry Keller. FIP President Jared Keller continues, “The genuine interest Harry shows in our clients’ lives outside their investments is one of the key reasons they choose FIP, and serves as an example to the entire team, especially our four new advisors.” Adds Senior Advisor and CMO Carolyn Choh, “Part of Harry’s exemplary leadership is an innate ability to discern when to embrace change, as well as when to maintain time-tested processes”.

Starting with over 39,000 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 2023, 39,007 nominations received, based on thresholds – 22,243 invited to complete online survey – 17,546 telephone interviews – 3,557 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. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

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.

2023 Looking to the Future Livestream

Conshohocken, PA March 9, 2023: Keynote speakers Dan Miller and Josh Yafa highlighted the media emphasis on the narrative that sells news but only confuses investors

Looking to the Future in 2023.

On January 31st 2023, FIP hosted a well-attended zoomcast with multiple knowledgeable speakers who provided background on 2022 and how those events would impact 2023.. Our seminar “Looking to the Future in 2023 “ began with a few updates the organization from FIP founder and CEO Harry Keller CFP ® ChFC, CLU, MBA; as well as its President Jared Keller CFP®. After these updates Dan Miller, CIMA®, Vice-President, PIMCO, spoke about fixed- income investing. Dan Miller expanded on where PIMCO experts predict the direction of inflation, market volatility, and the global economy. To hear his full comments, please See the video here. In addition, Regional Vice President, David Marks from Hartford Funds and Josh Yafa, portfolio manager at Wellington Management provided a different perspective. Yafa discussed the importance of investing in “High quality dividend paying companies” if markets remain volatile. Marks stressed the importance of sticking to a long-term investment plan during volatile markets, drawing from examples from history.

If you missed our live seminar, please look for it on the FIP website in the Media/Educational Videos section. Register early us for the next important seminar on the 5 Key Takeaways you should know on Social Security, 6.15 pm April 18th.


About Financial Independence Planning

Celebrating its 25th anniversary, Financial Independence Planning, LLCTM (FIP), based in Conshohocken and Lansdale, is a full-service financial services firm serving mainly the tri-state area of Pennsylvania, Delaware, and New Jersey. For over 25 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.

©2023 Financial Independence Planning, LLC | Investment Adviser Representatives offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.

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. 610-825-5521 1495 Alan Wood Road, Conshohocken, PA 19428 www.myfipadvisor.com




FIP Adds New Talent to its Office Team

FIP is pleased to introduce new talent new to its Conshohocken office. Crystal Blanton has joined FIP as our Ambassador of First Impressions. Her support to the office management team will strengthen FIP’s dedication to timely and consistent service.

Crystal Blanton* (Ambassador of First Impressions)

Joining our team in early January with the New Year, Crystal Blanton joins us from Vanguard in Malvern where she served as one of their Retirement Services Specialists. The receptionist experience Crystal gained as a Retirement Services Specialist, as well as a Medical receptionist will provide an excellent foundation for her future success at FIP. When she is not at FIP, Crystal enjoys listening to psychological thrillers as well as true crime audiobooks. Crystal also has a love of cooking, her favorite recipe being chicken and dumplings. In addition, Crystal has enjoyed trail walking and running for over fifteen years, with her favorite place to go being Struble Trail in Downingtown.


About Financial Independence Planning

Celebrating its 25th anniversary, Financial Independence Planning, LLCTM (FIP), based in Conshohocken and Lansdale, is a full-service financial services firm serving mainly the tri-state area of Pennsylvania, Delaware, and New Jersey. For over 25 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.

©2023 Financial Independence Planning, LLC | Investment adviser representatives offering securities and advisory services through Cetera Advisor Networks LLC, a Broker/Dealer Registered Investment Adviser, member FINRA/SIPC. 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. 610-825-5521 1495 Alan Wood Road, Conshohocken, PA 19428 www.myfipadvisor.com

*Does not offer securities at Cetera Advisor Networks. ©2022 Financial Independence Planning, LLC Registered Representative of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.




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