Welcome to Independence Financial Planning, LLC. a full-service company focusing on personal financial planning and business retirement planning.

As personal financial professionals, we will:

Meet with you and help you clarify and define your goals

Do a full analysis of your current financial health

Develop a custom financial plan that fits your individual needs

Establish an ongoing personal relationship

Monitor and update your financial plan to keep up with life changes

As business retirement financial professionals, we will:

Meet with you and develop a full understanding of your business needs

Analyze your current retirement plan

Help select the appropriate retirement plan that fits your company needs

Provide personal financial planning services for employees and business owners

Show business owners how to reduce their taxable income

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.



If you have any questions, please call us at 610-927-2262 or e-mail us at eric.menickella@ceterawealth.com. We will be happy to help. We look forward to talking with you.