Financial Independence Planning, LLC

Whether a clients estate and assets are small and simple or large and complex, each client at Financial Independence Planning, LLCTM gets the same attention, dedicated financial planning and world-class service from a team, not just a single advisor. FIP is one of the premier financial planning firms in the tri-state area. Celebrating its 28th anniversary, FIP continues to enjoy growth through clients and guests fun events, educational seminars and referrals. As many clients have stayed with the firm since its early years, the firm continues to provide wealth management for the clients families and generational planning for the clients children and grandchildren. The Financial Independence Planning, LLCTM team uses an eight-point process to get clients where they want to go. It includes an exploration of goals, taxes and investments; charting a plan and reviewing it; and regular and annual checkups. Along the way, the advisors consult with either FIPs in-house CPAs and attorneys, ...