NavigationMENU
  • Home
  • Business Value Estimates
  • About 
    • About LPL Financial
    • How To Choose A Financial Advisor
    • Company
    • Team
    • How We Work Together
    • Investment Accounts Decision Steps
    • Investment Philosophy
    • Services and Products
    • Strategic Partners
    • Client Account Login
    • LPL Research
  • Your Goals 
    • Retirement
    • Estate Planning
    • Consider or Reevaluate Trusts
    • Investment Planning
    • Insurance Planning
    • Tax Planning
    • Basic Money Management
    • Lifestyle Management
  • For Business Owners
  • Events
  • For Women
  • Tools 
    • Client Software Guides
    • Glossary
    • Tax Resources
  • Contact

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

 

Related Content

Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

 

 

Contact

Office: 215.735.8166
Fax:215.253.3944

ksegal@independenceconsult.com

Facebook LinkedIn YouTube
 

Have A Question About This Topic?









Thank you! Oops!
 

How are Financial Advisors Compensated?

 

Before opening an account, get a proposal that shows sample recommendations for your portfolio and what you could potentially accomplish with Guided Wealth Portfolios.

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Contact

Independence Financial Consultants
Office: 215.735.8166
Fax:215.253.3944

832 N. Newkirk Street
Philadelphia, PA 19130

ksegal@independenceconsult.com

Facebook LinkedIn YouTube

Quick Links

  • Retirement
  • Investment Planning
  • Estate Planning
  • Insurance Planning
  • Tax Planning
  • Basic Money Management
  • Lifestyle Management
  • Latest Articles
  • All Videos
  • All Calculators