40+ years of experience and in-depth knowledge of top insurance carriers & plans
HSA plan administration since their inception in 2003
Financial services & investment management that other benefits companies do not offer, for corporations, trusts, foundations, individuals and retirement plans.
Client retention rate upwards of 95%
Long-standing relationships, including the medical community. Founder and CEO Michael Kirwan represented the entire State of New Jersey’s Medical Society for well over a decade, and has been an endorsed HSA provider by the Bucks County Medical Society.
The Kirwan Companies, Ltd., has an official partnership with Haddon Planning Group, an independent financial advisory firm located in Cherry Hill, New Jersey. Like The Kirwan Companies, Ltd., the Haddon Planning Group has remained committed to exceeding client expectations and building long-term relationships, which makes them a natural partner by earning the trust, confidence, and respect from clients and recognition from the industry.
Haddon Planning Group Owner and Chief Executive Officer Jake Reardon brings over 26 years of experience as a Registered Investment Advisor. Jake is a national spokesperson / trainer for essential company initiatives, has a strong passion for helping others and is active in the community. He takes a holistic approach to investing through a complete understanding of client’s goals, lifestyle, and risk tolerance.
Kirwan and Haddon Planning Group will work in an efficient and collaborative manner to integrate our expertise with each of our client’s goals and objectives.