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Financial Independence Planning, LLC

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Conshohocken, PA
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.

06/03/2026

⛳ 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!

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

Reserve your spot today before registration closes!

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

06/01/2026

We take client experience seriously- even when it comes to cookies! 🍪☕ 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!

05/29/2026

Happy 529 Day! 529 plans are a popular place to build college savings that will grow tax-deferred, and withdrawals are tax-free as long as the funds are used for qualified educational expenses. With some plans, you may also qualify for a state tax deduction.

However, only contribute to a 529 plan if you’re also simultaneously saving for retirement. After all, you can borrow for school but not for retirement.

One great way to fund 529 plans is to ask relatives to contribute. For affluent grandparents, it can be a good way to draw down their estate using the gift tax exemption. 🎓 🏦

05/26/2026

Earlier this month, we celebrated our one and only May birthday, Dave Teufel! 🎉 Since the timing lined up perfectly, we turned the celebration into a festive Cinco de Mayo fiesta complete with birthday fun, great food, and lots of laughs. 🌮🎂🎈

05/25/2026

Today, we honor and remember the brave men and women who made the ultimate sacrifice for our freedom.

Wishing everyone a safe and meaningful Memorial Day as we reflect with gratitude. ❤️🤍💙

05/20/2026

Inflation remains stubbornly high, yet markets continue to push forward. Why? This commentary explores how economic uncertainty and market optimism can coexist- and what investors should keep in mind moving forward.

Read more: https://www.myfipadvisor.com/insights/blog/market-commentary-inflation-is-hot-but-so-are-stocks-why-that-can-make-sense/

05/15/2026

This month, we’re celebrating the dedication, hard work, and positive impact of Nick Swetkowski, Kelly Harvey, and Rachel Zove. Thank you for everything you do to support our team and clients each day- we’re so grateful to have you as part of the FIP family and congratulations on your Work Anniversaries! 🥳 👏

05/11/2026

This past Friday, FIP had the pleasure of hosting our Spring Gardening Seminar at the beautiful Ambler Arboretum of Temple University! 🌿🌸

We spent the afternoon learning all about the “fungus among us” with Arboretum Director, Kathy Salisbury, whose insight and passion made for an engaging and educational experience. Guests also enjoyed a beautiful guided tour of the arboretum grounds as spring blooms came to life.

Thank you to everyone who joined us for an afternoon of learning, connection, and appreciation for the natural world! 🌱

05/07/2026

Exciting news! Harry Keller and your Financial Independence Planning team were named to the 2026 Forbes Best-in-State Wealth Advisors list, ranking #8 in Greater Philadelphia for the High Net Worth category!

We’re grateful for the trust our clients place in us every day!

04/30/2026

The FIP team gathered for our quarterly All-Hands meeting yesterday, filled with great conversations, shared wins, and exciting momentum for what’s ahead. Even better, we had the chance to celebrate our April birthdays—Rebecca Winnington and Tom Malkoch! 🎂

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

Website

https://www.myfipadvisor.com/

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