Financial Independence Planning, LLC
Kelly Harvey is an experienced HR and Operations Administrator at Financial Independence Planning, LLC since May 2021, leading HR recruiting and managing payroll and health care benefits. Prior roles include Operations Manager at Kalejta Financial Management, where management of the firm's website and social media networks was handled, and medical billing and collections at Trappe Family Eyecare, Inc. Earlier experience includes customer service representation at Jc Ehrlich and client service association at Merrill Lynch. Educational qualifications consist of a Bachelor of Science in Management with a focus on Management and Marketing from the University of Phoenix, alongside certificates in Medical Billing and Coding, as well as Information Technical Support from US Career Institute and Computer Learning Center, respectively.
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Financial Independence Planning, LLC
Whether a client’s estate and assets are small and simple or large and complex, each client at Financial Independence Planning, LLC™ 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, LLC™ 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 FIP’s in-house CPAs and attorneys, or the clients’ CPAs or estate planning attorneys to tie all financial areas into one complete plan. Our advisors work with a well-tuned set of financial models that align with our investment philosophy. In addition, the well-staffed customer services department follows a finely-tuned FIP process to consistently deliver the highest level of customer satisfaction ©2023 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. Financial Independence Planning is not a subsidiary nor controlled by Cetera Advisor Networks LLC. 610-825-5521 1495 Alan Wood Road, Suite 100, Conshohocken, PA 19428 www.myfipadvisor.com.