For 30 years, Financial Independence Planning, LLC™ (FIP) has helped individuals, families, and businesses achieve financial independence through personalized wealth management and strategic planning. Whether managing small estates or multi-generational wealth, our team-based approach ensures expert guidance and exceptional client service. As a premier financial planning firm in the Tri-State area, we've built lasting relationships through client referrals, educational seminars, and engaging events. Many clients have trusted us since our early years, and we continue to support their families' financial futures. The advisors at FIP are seasoned professionals who use the Financial Independence Planning Process® -- a unique 8-step system. It is arranged to help ensure that the components of your assets, income, and expenses are organized in a structured, logical, and customized Financial Independence Plan®. We collaborate with in-house CPAs, estate attorneys, and your trusted professionals to create a comprehensive financial strategy. Our dedicated client service team ensures a seamless, high-quality experience. Why Choose FIP? • 30 Years of Wealth Management Expertise • Comprehensive, Team-Based Approach • Tailored Investment & Retirement Strategies • Multi-Generational Financial Planning 1495 Alan Wood Road, Suite 100, Conshohocken, PA 19428 610-825-5521 | www.myfipadvisor.com Compliance Disclaimer ©2024 Financial Independence Planning, LLC | Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a Broker/Dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.