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Harry E. Keller, CFP®, CPA, ChFC

Financial Independence Planning, LLC

1495 Alan Wood Rd
Ste 100
Conshohocken, PA 19428
Phone: (610) 825-5521
Fax: (610) 825-8782

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Household Income Minimum: $50,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Tangible Assets
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.