PRESS RELEASE ARCHIVES

Conshohocken: Financial Independence Planning is proud to announce Jared Keller has been promoted from New Business Manager to President effective immediately. Jared’s preparation for this role began over 10 years ago, building a wealth of experience at each stop in his career. Beginning as an intern, Jared moved to providing support to advisors as a member of the Client Services Team, continuing to develop his business acumen. Serving as one of the firm’s Senior Financial Advisors and its New Business Manager for the last 5 years, Jared continued to bring the same level of enthusiasm and deep financial planning knowledge to each client meeting.

FIP’s CEO, Harry Keller says of the promotion “This long-planned transition provides FIP with a strong, knowledgeable leader as we prepare and plan for the next 25 years in helping clients. With his background directly working with clients and intimate knowledge of the industry, Jared’s leadership will bring continued new successes as we adapt to a rapidly changing world.”

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 Bucks, Delaware, Philadelphia, Chester and Montgomery counties. 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 are on www.myfipadvisor.com. Harry Keller, the firm’s CEO and founder, was named to the Financial Times 400 Top Financial Advisers list in April 2019 and April 2020. The Financial Times (FT) 400 is based on data gathered from financial advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisors status in seven primary areas, including DC plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the advisor nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 400.

©2022 Financial Independence Planning, LLC | Securities and advisory services are offered 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. CA insurance license #4127777. Cetera is under separate ownership from any other named entity. Financial Independence Planning is not a subsidiary nor controlled by Cetera Advisor Networks LLC. 610-825-5521 1495 Alan Wood Road, Suite 100, Conshohocken, PA 19428 www.myfipadvisor.com.

Financial Independence Planning has been proud to support many charities among our clients over the previous 25 years. In 2019, FIP was able to hold our first focused charity event for veterans in our community. Last year, FIP chose The Leukemia and Lymphoma Society for the 2020 FIP Charity Event. This year, FIP is proud to announce that Jared Keller, CFP and Senior Financial Advisor has once again taken up the Society’s Executive Challenge for 2021.

According to Dr. Jean Ford, FIP Client and former chair of Einstein Healthcare Network’s Department of Medicine, “The work of the Leukemia and Lymphoma Society is very important, as it promotes education of clinicians and the public. The support they provide to patients is invaluable throughout their treatment.”

Today, starting with a corporate and personal donation of $5000, Jared is spending time throughout the year to engage with civic and business leaders to raise awareness of this new issue of diagnosis, discuss the ongoing difficulty of research, and raise funds for the organization. Jared will be joining FIP’s own member Aaron Kaplowitz, a long-standing part of the Society in these efforts.

The Leukemia and Lymphoma Society’s main charity event “Light the Night” will be held virtually on October 28th will be a cornerstone of FIP’s efforts this year. FIP invites our friends, clients, colleagues, and family to help support this marquee event in 2021. FIP will share more zoom details about the event as we receive them from the Society. Please reach out to FIP via email or phone for any questions regarding how to help support The Leukemia and Lymphoma Society or the Light the Night Walk.

If you would like to learn how to join FIP in supporting The Leukemia and Lymphoma Society, please reach out to jared@myfipadvisor.com or donate at https://pages.lls.org/ltn/epa/Phi21/jkeller.

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. For over 25 years, 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, regular 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 Financial Times 400 Top Financial Advisers list in April 2019 and April 2020.

©2022 Financial Independence Planning, LLC | Securities and advisory services are offered 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. CA insurance license #4127777. Cetera is under separate ownership from any other named entity. Financial Independence Planning is not a subsidiary nor controlled by Cetera Advisor Networks LLC. 610-825-5521 1495 Alan Wood Road, Suite 100, Conshohocken, PA 19428 www.myfipadvisor.com.

Conshohocken, PA April 16, 2020 – Financial Independence Planning (FIP) is pleased to announce that Harry Keller has been named for the second consecutive year to the 2020 edition of the Financial Times 400 Top Financial Advisers. The list FT Top 400 is an industry recognition that does have a strict recognition criteria.
This is the eighth annual FT 400 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management. This is the second consecutive year Harry has been awarded this prestigious honor.

From 13,000 registered investment advisors, Financial Times invites a select group to apply for consideration. They have to meet a minimum set of requirements such as having 10 years’ experience to be invited. This year, less than a thousand were invited to apply. The applicants are graded on six criteria: assets under management (AUM); AUM growth rate; experience; advanced industry credentials; online accessibility; and compliance records. There are no fees or other considerations required of advisers who apply for the FT 400. The reasons for the criteria are:
(1) Assets under management can signal experience managing money and client trust.
(2) AUM growth rate (we look at both one-year and two-year growth rates) can be taken as a proxy for performance, asset retention, and ability to generate new business.
(3) Years of experience indicate experience managing assets in different economic and interest-rate environments.
(4) Compliance record provides evidence of past client disputes. A string of complaints could signal problems.
(5) Industry certifications (such as CFA, CFP) demonstrate technical and industry knowledge and obtaining these designations shows a professional commitment to investment skills.
(6) Online accessibility illustrates commitment to providing investors with easy access and transparent contact information.

Assets under management accounted for an average of 70 per cent of each adviser’s score. AUM growth rate accounted for an average of 17 per cent.

The final FT 400 represents an impressive cohort of elite advisers, as the “average” adviser in this year’s FT 400 has over 28 years of experience and manages over $1.9 billion in assets. The FT 400 advisers hail from 44 states and Washington, D.C.

“It’s our clients that make us who we are. Most are ‘The Millionaire Next Door’, folks who have worked hard, saved, and look forward to enjoying their retirement, travel, and spending time with family and friends. Our financial advisors and client service teams work hard to provide a consistent process and reliable service to help our clients enjoy their retirement,” Harry commented.

Added Patrick Hynes, FIP’s Head of Client Services, “Despite having founded FIP 25 years ago, before the internet was around, Harry has been adamant about evolving to be able to meet with clients on the phone and online and stay in touch quarterly, even when they are traveling or living overseas. Especially in these times of social distancing, this has been an important asset that lets us provide excellent client service”.

“Harry is the embodiment of a Financial Advisor and what a business person should be,” noted Andre Robinson, SVP Head of Advisory and Financial Planning at Voya Financial Advisors.
For more information about Financial Independence Planning, visit www.myfipadvisor.com.

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 Bucks, Delaware, Philadelphia, Chester and Montgomery counties. 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 are on www.myfipadvisor.com. Harry Keller, the firm’s CEO and founder, was named to the Financial Times 400 Top Financial Advisers list in April 2019 and April 2020.

The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times. The FT 400 is based on data gathered from firms, regulatory disclosures, and research conducted on behalf of the Financial Times by Ignites Research, a Financial Times sister publication. The listing reflects each advisor's performance in six primary areas. The factors are: 1. Assets under management; 2. AUM growth rate; 3. Years of experience; 4. Compliance record; 5. Industry certifications; 6. Online accessibility. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. 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 Investment adviser representative and registered representative of, and securities and investment advisory service offered through Cetera Advisor Networks, Inc. (member SIPC). Financial Independence Planning is not a subsidiary of nor controlled by Cetera Advisor Networks, Inc.

Conshohocken, PA April 28 2020 - Financial Independence Planning, LLC is proud to announce the celebration of its 25th anniversary. Founded in 1995 by Harry Keller, FIP has grown the last quarter century as a premier provider of financial planning services.

“My father’s approach was unique at the time. 25 years ago, financial planning was not even a major in colleges. Harry looked around and saw advisors having transactional relationships whereas he saw planning as a way of life with his clients. He focused on a goal-oriented approach fostered through quarterly calls or meetings, educational seminars, and fun events. He thought of this when everyone else was just focused on one transaction at a time. He was very methodical in his approach and even trade marked our FIP 8 Step Process™!” observed Jared Keller, CFP and a Senior Advisor with the firm.

Over the last 10 years, FIP has experienced incredible growth – driven by strong client retention and a sustained belief in their mission “helping clients not worry about money and enjoy what is important to them.” In the last year, the firm has added four new client service associates for a total of 9 in the client services team, which enables the organization to expand in the next 25 years to support more clients. The client service team also works tightly with advisors with workflows that have enabled the firm to navigate the current COVID-19 crisis for their clients seamlessly. Building processes and workflows for teams to work both paperless and remotely has allowed the FIP Team to engage with their clients without interruption when meeting for both Quarterly Calls and for Annual Reviews. Integrating video conferencing technology, web based financial systems, and maintaining advisor availability, this close communication provides an effective response to clients during a trying time. FIP continues to evolve and grow through new technology and new ideas to keep improving the client engagement experience.

“We are looking forward to launching the 25th anniversary celebration with our clients, their friends and family at our second annual Charity Gravy Bowl on September 12th. Hopefully current social distancing measures will be improved. I am thankful to our clients, friends, and family for their continued support.” said Harry Keller, President and CEO of FIP.

He added, “We continue to expand and have actually increased our business during these difficult times. Clients are referring their friends to us and we certainly have capacity as we have not only added client services but also advisors.”
For more information on the 25th anniversary, please see www.myfipadvisor.com

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 Bucks, Delaware, Philadelphia, Chester and Montgomery counties. For over 25 years, 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 and a 360 view through myFIP to their portfolio. The firm also provides educational seminars, a schedule of these events are on www.myfipadvisor.com. Harry Keller, the firm’s CEO and founder, was named to the Financial Times 400 Top Financial Advisers list in April 2019 and April 2020.

©2022 Financial Independence Planning, LLC | Securities and advisory services are offered 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. CA insurance license #4127777. Cetera is under separate ownership from any other named entity. Financial Independence Planning is not a subsidiary nor controlled by Cetera Advisor Networks LLC. 610-825-5521 1495 Alan Wood Road, Suite 100, Conshohocken, PA 19428 www.myfipadvisor.com.

Dear Valued Clients,

We are delighted to hear many of you are enjoying your summer while still practicing social distancing and staying safe. In the last quarter, while we transitioned to maintaining a high level of client service online, we also expanded our client service team and updated our website.

You may have recently noted some of our website updates, with new press releases and links to other social media such as LinkedIn.

Some of you have also noticed that the Client Login page was updated. It now allows you to login in three ways:
• Albridge
• myFIP
• Login to Voya

You can still login to your accounts as done previously, through Albridge. To do this, when you hit Client Login, scroll down the Albridge link located on the far left. For those of you that have done so, you can use your password and review/print reports as you always have. For those of you that have logged into your account on the Pershing platform, the navigation on the far right – Voya – enables you to log in to that portal exactly as you always have before.

The newest addition is myFIP. This is the portal that the FIP advisors use to conduct, analyze, and update a full 360- financial planning for our clients. The accounts are updated in real time for planning purposes. We feel very strongly as we move towards a virtual environment, this tool is powerful in enabling us to stay closely aligned with changes in your life, thus enabling us to partner in lockstep with your needs. The portal allows you to link your bank accounts, credit cards and so forth so that you too can review your financial picture as you make plans for vacation spending, allocate for big projects, and so forth. Our advisors have been using myFIP now for a while and you can certainly enjoy a discussion with them about myFIP during your periodic zoom or call updates.

As we celebrate our 25th anniversary here at FIP, we are happy that we have helped our clients navigate this challenging year. By routinely monitoring each client’s comprehensive plan in coordination with their investment portfolios, we have helped valued clients like yourselves continue to enjoy what is important to you and will continue to guide your investments with utmost care. Our educational and fun events have also transitioned to both podcast and livestream format. Some of you, even those not in the US or in the Philadelphia area, joined us for our first educational seminar last month – the Half-time Economic Forecast.

We hope you have a wonderful rest of the summer!

Thank you again for being a valuable client and part of our FIP community.

Your FIP Team

©2022 Financial Independence Planning, LLC | Securities and advisory services are offered 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. CA insurance license #4127777. Cetera is under separate ownership from any other named entity. Financial Independence Planning is not a subsidiary nor controlled by Cetera Advisor Networks LLC. 610-825-5521 1495 Alan Wood Road, Suite 100, Conshohocken, PA 19428 www.myfipadvisor.com.