We work with individuals, families, and businesses to help them define and achieve their financial goals. Whether you're planning for retirement, building your legacy, or saving for college, you want your money to work as hard as you do without micromanaging your portfolio. We'll get you to your financial goal so you can focus on what's most important to you.
We take the guesswork out of retirement plans and group benefits. Our team of experts will assist you with payroll, investment options and contributions, healthcare, tax law, HR solutions and more! Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
We take the guesswork out of retirement plans and group benefits. Our team of experts will assist you with payroll, investment options and contributions, healthcare, tax law, HR solutions and more! Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Services
Haddon Planning Group is an independent financial advisory firm located in Newtown, Pennsylvania. Since 1981, we have remained committed to exceeding client expectations and building long-term relationships, which has earned us the trust, confidence, and respect from our clients and recognition from our industry.
At Haddon Planning Group, we believe a comprehensive approach to wealth management begins with understanding your unique financial situation and goals. We provide investment management, financial management, financial planning, trust plannning, insurance products, and other wealth management services to young professionals, retirees, business owners, and foundations.
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If you have considered taking this step that will give you the freedom to run your financial services business the way you choose, there has never been a better time to be an independent, unbiased financial advisor. Clients want an advisor who is willing to get to know them and their financial goals, and has the option to select the most suitable products for their specific situations.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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