Products & Services 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: Investments & Options Index Annuities Fixed Annuities Variable Annuities Mutual Fund Accounts Money Managed Accounts Stocks REITs ETFs CDs Bonds and much more... Fixed Income Investments Municipal, Government & Corporate Bonds Money Market Accounts Certificates of Deposit Market Indexed CDs Income Oriented Mutual Funds Collateralized Mortgages Equity Investments Publicly Traded Stocks Mutual Funds Unit Investment Trusts Life Insurance All Major Insurance Carriers Whole Life Group Short & Long Term Life Insurance 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 Retirement Plans 401(k), Roth 401(k) & Safe Harbor 401(k) 403(b) 457 Rollovers Roth, Traditional & Simple IRAs SEPs Profit Sharing Based New Comparability/Age Defined Benefit Cash Balance ESOP Money Purchase Pension Non-Qualified Deferred Compensation Pension plans Financial Planning Services Financial Plans Asset Allocation Retirement Planning Education Funding Estate Planning Survivorship Planning Business Planning Disability Income Analysis Health Insurance Individual & Group Health Plans Dental Plans Vision Plans Prescription Plans Supplemental & Voluntary Please contact us at 856-428-5300 to begin making a difference for your financial future.