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Paul Ripley 

215-266-8710  

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The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Can Election Results Predict the Market? It May Be Time for a Financial Checkup

Are You Retirement Ready?

As you approach and enter into retirement, you will be faced with many factors; continuing to work or not, volunteering, health and wellness, family and relationships, leisure and social considerations, personal growth, your legacy and your finances and insurance plans.

Without a complete roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date financial retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.

I’m Paul Ripley, a Financial Advisor, at Independence Planning Group and I understand the many concerns and factors individuals and small businesses face as they prepare for retirement, whether that is five or fifteen years or more away. My goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. I help clients and their advisors make sure they haven’t overlooked any threats to their cash flow and retirement goals.  I am a cash flow professional and focus on specific areas to optimize a client’s cash flow at the lowest possible risk.

I create retirement income plans with the goal of increasing income, minimizing taxes, with more access to capital. Through our comprehensive approach, I develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.  

Retirement is a significant milestone in one’s life. My mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. I help clients by creating an integrated and coordinated financial plan including all aspects of their financial situation including insurance, investments, retirement planning, cash flow optimization and debt management. Based in Pennsylvania, I serve clients around Philadelphia and Allentown, as well as throughout the continental US.

Start preparing for tomorrow’s retirement today by contacting me to set up a complimentary introductory meeting.

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