Welcome! 

Haddon Planning Group is an independent financial advisory firm located in Haddonfield, New Jersey.  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. 

Creating a comprehensive, long-term client relationship is our main focus. We work with individuals, families, and businesses to help them define their financial goals and develop strategies for reaching those goals. We apply our same consultative approach to your business planning needs, bringing experience to help family and privately-owned businesses with retirement planning, succession planning and cash flow optimization.  We welcome the opportunity to show you how.

 

Personal Planning                                          Business Planning

• financial planning                                          • retirement plan solutions

• wealth management services                       • business owner planning

• investment management                              • succession planning

• estate planning                                             • executive compensation solutions

• retirement planning                                       • Insurance services

• college planning                                            • tax planning

• insurance services                                        • risk management

• tax planning                                                   • investment management

• risk management

 

Our Affiliations:

BCG Securities, Inc.

Haddon Planning Group has partnered with BCG Securities, Inc., an independent broker-dealer registered with FINRA and SIPC, and has over 45 years of experience in the insurance and financial services industries. Our affiliation provides depth, stability, and significant resources to our advisors and clients. They offer one of the largest footprints of financial products and services available in the industry, and are committed to providing the highest level of flexibility and choices.  They have such diverse backgrounds as:

• certified financial planner™ (CFP)                • certified public accountants (CPA)
• attorneys                                                       • actuaries
• chartered financial consultant (ChFC)          • certified retirement plan specialist (CRPS)
• masters in business administration (MBA)

Argat Financial Group 

Argat Financial Group, located in Philadelphia, offers a comprehensive line of products and services, as well as diverse financial expertise and responsive service.  Our services include; insurance, investments, estate planning, business succession strategies, employee benefits, retirement funding strategies, long-term care insurance and education funding. We provide objective, customized solutions to assist individuals, professionals, and business owners in reaching their financial goals.

 

Request a Free Consultation!  (856) 428-5300, or click here to email us.