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Pottstown Office

758 East High Street

Pottstown, PA 19464

Our Mission Statement


Independence Planning Group is dedicated to positively impacting your life.  We strive to empower you to live a financially sound and independent life by inspiring you to maximize wealth, minimize debt, and protect against financial risk.  We are committed to providing an atmosphere of uncompromised service, integrity and professionalism.  

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

 Sound Advice. Real Results

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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