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Come take a walk on the green with Michael Waterhouse, Financial Advisor, and tee off to a better financial future. Each individual, family, and business is unique. All clients need individualized, tailored planning to optimize their strategies and exceed their financial goals. Together, let's address your current needs and structure proper planning for your future wants.



 I work with individuals and small businesses and provide the following services and products:
  • Estate Planning
  • Retirement Planning
  • Life Insurance
  • 401K
  • IRA and Roth IRA
  • College Planning
  • Employee Benefit Plans
  • Annuities
  • Long Term Care
  • Business Succession Planning

​Check the background of this investment professional on FINRA's BrokerCheck
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This material is intended for general public use. By providing this material, Independence Planning Group is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

Independence Planning Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY.

Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member of FINRA and SIPC.

OSJ: 1767 Sentry Parkway West, Suite 200, Blue Bell, PA 19422 / (267) 468-0822

PAS is an indirect, wholly-owned subsidiary of Guardian. Independence Planning Group is not an affiliate or subsidiary of PAS or Guardian.

Important Disclosures


Please note that "FINRA," "SIPC," and "Important Disclosures" are hyperlinks.
GEAR no. 2017-49172 exp. 11/2019