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.

We analyze your complete financial picture, including your savings, investment timeline, and risk tolerance before implementing any wealth management strategies. So, whether you want to save for retirement, fund a college education, or minimize taxes, we are uniquely qualified to assist you.  We help to identify and implement the best strategies for our clients, including:

Equity Investment

  • Publicly Traded Stocks

  • Mutual Funds

  • Unit Investment Trusts

Fixed Income Investments

  • Municipal, Government & Corporate Bonds

  • Money Market Accounts

  • Certificates of Deposit

  • Market Indexed CDs

  • Income Oriented Mutual Funds

  • Collateralized Mortgages

Investments & Options

  • Index Annuities                                    • Fixed Annuities

  • Variable Annuities                                • Mutual Fund Accounts                                      

  • Money Managed Accounts                  • Stocks                                                   

  • REITs                                                   • ETFs                                                     

  • CDs                                                      • Bonds and much more…

Life Insurance

  • All Major Insurance Carriers                             • Whole Life

  • Group Short & Long Term Life Insurance        • Universal Life                                                               

  • Group Accidental Death insurance                  • Insurance Trust for Estate Planning 

  • Variable Universal Life

Disability & Long-Term Care Planning

  • Disability Income insurance

  • Group Long & Short-Term Disability

  • Individual & Group Long-Term Care

Managed Accounts

  • Professionally Managed Accounts

  • Advisor Managed Fee-Based Accounts

  • Lockwood, Curian, Haverford and others

Health Insurance

  • Individual & Group Health Plans          • Dental Plans      

  • Vision Plans                                         • Prescription Plans

  • Supplemental & Voluntary

Financial Planning Services

  • Financial Plans

  • Asset Allocation

  • Retirement Planning

  • Education Funding

  • Estate Planning

  • Survivorship Planning

  • Business Planning

  • Disability Income Analysis

Retirement Plans

  • 401(k), Roth 401(k) & Safe Harbor 401(k)          • 403(b)

  • 457                                                                      • Rollovers

  • Roth, Traditional & Simple IRAs                         • SEPs                                                      

  • Profit Sharing                                                      • New Comparability/Age Based                                                   

  • Defined Benefit                                                   • Cash Balance                                                                 

  • ESOP                                                                  • Money Purchase Pension              

  • Non-Qualified Deferred Compensation              • Pension plans

 

Please contact us at to begin making a difference for your financial future.