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. 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 24/7secure access 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 May 2019. Investment adviser representative and registered representative of, and securities and investment advisory service offered through Voya Financial Advisors, Inc. (member SIPC). Financial Independence Planning is not a subsidiary of nor controlled by Voya Financial Advisors, Inc.