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.