We at Financial Independence believe that finanacial planning should
be made available to everyone regardless of income. We believe
that there is a great need to help people with tax planning, retirement planning, education savings, and estate conservation. It is our goal to help people achieve their financial goals. Our firm uses the following Financial Planning Tools:

INFORMATION ORGANIZATION:
An effective first step is usually organizing the information on your current financial status. We will assist you in providing the pertinent information, to give you the best actions toward greater Financial Success.

SETTING GOALS:
After you know your current status, you can begin setting goals. We will incorporate your goals into your personal Financial Plan.

CURRENT STATUS (ie., estate and investment analysis):
We analyze your present position and review the status of your present
situation.

DEVELOPMENT and IMPLEMENTATION of the FINANCIAL PLAN:
We begin the development of your financial plan. Based on the facts of your situation...present position and objectives, our office will help you implement your plans.

ANNUAL REVIEW:
Circumstances change and so should financial plans. We provide a complete review and update as appropriate for each clients needs.


West Chester, PA Office Representatives:
Christine M. Berberich, CFP
(Certified Financial Planner licensee)
John T. Berberich, CEP
(Certified Estate Planner)