One Bala Plaza
Haddon Planning Group
is an independent financial advisory firm established in 1981. We work with individuals, families, and businesses to help them define and achieve their financial goals.
Personalized Solutions to Fit your Life
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.
Businesses Solutions for Every Company
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!
Businesses and Individuals Satisfied
Million Dollars Being Managed
Years of Experience
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. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
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It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."