Welcome!
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.
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
- financial planning
- wealth management services
- investment management
- estate planning
- retirement planning
- college planning
- insurance services
- tax planning
- risk management
Business Planning
- retirement plan solutions
- business owner planning
- succession planning
- executive compensation solutions
- insurance services
- tax planning
- risk management
- investment management
Our Affiliations:
American Portfolios
Haddon Planning Group has partnered with American Portfolios, an independent broker-dealer registered with FINRA and SIPC. 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®)
- Chartered Financial Consultant (ChFC)
- Masters in Business Administration (MBA)
- Certified Public Accountants (CPA)
- Actuaries
- Certified Retirement Plan Specialist (CRPS)
