Financial Independence Planning, LLC

Financial Independence Planning, LLC Cetera Wealth Services LLC is under separate ownership from any other named entity. Securities offered through Cetera Wealth Services LLC, Member FINRA/SIPC.

Securities offered through Cetera Wealth Services LLC, Member FINRA/SIPC, Investment Advisory Services offered through CWM, LLC, an SEC Registered Investment Advisor. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Investment advisory services also offered through Cetera Investment Advisers LLC, an SEC Registered Investment Advisor. Cetera is under sepa

rate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness.

πŸŽ‰ Happy Work Anniversary to our July team members! πŸŽ‰Please join us in celebrating Tom Malkoch, Kate Assiran, Ryan Baile,...
07/10/2026

πŸŽ‰ Happy Work Anniversary to our July team members! πŸŽ‰

Please join us in celebrating Tom Malkoch, Kate Assiran, Ryan Baile, and Connor Rice on their work anniversaries at FIP!

Thank you for your dedication, professionalism, and the contributions you've made throughout your time with our team. We appreciate all that you do to support our clients, your colleagues, and our core values every day!

Happy Independence Day! May your 4th of July be filled with celebration, family, and gratitude for the freedoms we enjoy...
07/04/2026

Happy Independence Day! May your 4th of July be filled with celebration, family, and gratitude for the freedoms we enjoy as we celebrate 250 years of our great nation! πŸ‡ΊπŸ‡Έ

The Fed held rates steady last week- that part was expected. What investors didn't get was much of a roadmap.Kevin Warsh...
06/24/2026

The Fed held rates steady last week- that part was expected. What investors didn't get was much of a roadmap.

Kevin Warsh's first meeting as Fed chair left markets trying to read how the Fed may respond if inflation stays elevated. Stocks recovered after the initial reaction, but the path forward still feels harder to read.

Read more:

The story of the week was Kevin Warsh’s first meeting as chair of the Federal Reserve. The Fed decided to hold rates steady, but stocks sold off

Happy Father’s Day to all the dads and father figures who work hard, lead by example, and help build strong futures for ...
06/21/2026

Happy Father’s Day to all the dads and father figures who work hard, lead by example, and help build strong futures for their families.

Today, we celebrate you and the lasting impact you make every day. πŸ’™

Juneteenth is a time to gather and celebrate the freedom of the last enslaved Black Americans on June 19, 1865 β€” despite...
06/19/2026

Juneteenth is a time to gather and celebrate the freedom of the last enslaved Black Americans on June 19, 1865 β€” despite the Emancipation Proclamation having been officially signed on January 1, 1863.

Today, we commemorate Juneteenth and celebrate freedom, resilience, and the continued pursuit of equality for all. Wishing you a meaningful Juneteenth as we honor the past and work toward a brighter future.

Join Financial Independence Planning's Halftime Economic Report Webinar on Tuesday, July 7th, from 11:00 AM – 1:00 PM ES...
06/18/2026

Join Financial Independence Planning's Halftime Economic Report Webinar on Tuesday, July 7th, from 11:00 AM – 1:00 PM EST as we take a closer look at the current economic landscape, market trends, and key factors that may influence investors in the months ahead.

During this webinar, we'll discuss:
βœ… Economic and market performance through the first half of 2026
βœ… Key trends shaping the investment environment
βœ… Outlook and opportunities for the remainder of the year
βœ… Insights to help you stay informed and focused on your long-term financial goals

Don't miss this opportunity to gain valuable perspective and ask questions live. πŸ”— Register today: https://financeinsights.net/dXdOfMqADC50gDe

β›³ FIP had a great day this past Friday at our Chipping & Putting Clinic!We had so much fun learning tips and tricks from...
06/15/2026

β›³ FIP had a great day this past Friday at our Chipping & Putting Clinic!

We had so much fun learning tips and tricks from Green Valley’s golf pros to improve our short game, followed by some friendly competition to put our new skills to the test. Congratulations to our winners! πŸ†

The day was topped off with a delicious lunch and great company. Thank you to the Green Valley team for a wonderful experience and to everyone who attended!

The FIP team braved the heat this past Friday for an afternoon of fun and team bonding at Topgolf! β˜€οΈβ›³It was great to sp...
06/10/2026

The FIP team braved the heat this past Friday for an afternoon of fun and team bonding at Topgolf! β˜€οΈβ›³

It was great to spend time together outside of the office, enjoy some friendly competition, and strengthen the relationships that make our team so special.

β›³ Ready to sharpen your short game or learn the fundamentals of golf? Join us for our Chipping & Putting Golf Clinic at ...
06/03/2026

β›³ Ready to sharpen your short game or learn the fundamentals of golf? Join us for our Chipping & Putting Golf Clinic at Green Valley Country Club on Friday, June 12 from 10:00 AM – 1:00 PM EST!

Whether you're new to the game or looking to improve your skills around the green, this hands-on clinic is a great opportunity to learn valuable tips, techniques, and insider tricks from Green Valley's professional golf staff.

⚠️ Limited spots remain, so don't miss your chance to participate!

βœ… Improve your chipping and putting
βœ… Learn from experienced club pros
βœ… Build confidence in your short game
βœ… Connect with fellow golf enthusiasts

Reserve your spot today before registration closes!

πŸ”— Register here: https://www.myfipadvisor.com/insights/blog/events/chipping-putting-golf-clinic-mar-19-2026-xfjid/

We take client experience seriously- even when it comes to cookies! πŸͺβ˜• Our Lansdale team recently held a blind cookie ta...
06/01/2026

We take client experience seriously- even when it comes to cookies! πŸͺβ˜• Our Lansdale team recently held a blind cookie tasting to choose the perfect treats for our office. Stop by for your next review or meeting and enjoy a fresh cup of coffee and one of our winning cookies!

Address

1495 Alan Wood Road STE 100
Conshohocken, PA
19428

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16108255521

Alerts

Be the first to know and let us send you an email when Financial Independence Planning, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Financial Independence Planning, LLC:

Share