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
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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 a wholly-owned subsidiary of Guardian. Independence Planning Group is not an affiliate or subsidiary of PAS or Guardian.
Important Disclosures
2019-89522 exp. 11/2021
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 a wholly-owned subsidiary of Guardian. Independence Planning Group is not an affiliate or subsidiary of PAS or Guardian.
Important Disclosures
2019-89522 exp. 11/2021