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Financial Independence Planning

33 Jenkins Ave
Lansdale, PA 19446 610-825-5521

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does not change anything at beginning of downturn - Feb 08, 2024

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Lincoln Investment Planning

100 W Main St #412
Lansdale, PA 19446 215-855-4430

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Highly reputable and fair - Jul 19, 2022

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Integrity Partners

500 E Main St
Lansdale, PA 19446 215-412-2440

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No raters have left a written comment.

Allstate Insurance Agency

163 S Broad St
Lansdale, PA 19446 215-393-1300

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Anchor Financial & Accounting

114 Lenape Dr
Lansdale, PA 19446 215-997-6800

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This was a worthwhile visit. Staff was helpful and knew current information.... - May 09, 2020

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Raymond James

2128 N Broad St
Lansdale, PA 19446 215-368-7239

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Thrivent

2031 N Broad St #135
Lansdale, PA 19446 215-368-4888

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.