Financial Independence Planning, LLC

Financial ServicesPennsylvania, United States11-50 Employees

Financial Independence Planning, LLC is a financial services firm based in Conshohocken, Pennsylvania, serving individuals, families, and businesses in the Tri-State area. With three decades of experience, it provides personalized wealth management and strategic planning aimed at achieving financial independence. Its team-based approach combines in-house CPAs and estate attorneys to develop a comprehensive financial strategy. The firm uses an eight-step framework to organize assets, income, and expenses into a tailored plan. Securities are offered through Cetera Wealth Services LLC, and investment advisory services are provided through CWM, LLC and Cetera Investment Advisers LLC. Headquartered in Conshohocken, the firm emphasizes durable client relationships built through referrals, educational seminars, and events, aiming to deliver a smooth client experience via a dedicated service team.

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