Financial Independence Planning

Financial Independence Planning, LLC is a financial planning firm based in Conshohocken, Pennsylvania. The company employs 4 people and generates over $10,000 in annual revenue. Financial Independence Planning provides comprehensive financial planning services to clients, regardless of the size or complexity of their assets. Their team of advisors uses an eight-point process to help clients achieve their financial goals, which includes exploring goals, taxes, and investments, charting a plan, and conducting regular reviews. They also work with clients' existing CPAs and estate planning attorneys to create a holistic financial plan. The firm distinguishes itself through its dedication to personalized service, treating each client with the same attention and care, regardless of their financial situation. They emphasize client satisfaction through a well-staffed customer service department and a commitment to providing world-class service. Financial Independence Planning can be reached at 610-825-5521 or at their office located at 1495 Alan Wood Road, Suite 100, Conshohocken, PA 19428. More information about the company can be found on their website: www.myfipadvisor.com.