Trusted financial planning partners serving Newark, Delaware; Greater Philadelphia; the East Coast and more. Meet the Partners Who Put You First

Think of us as an ensemble. We're a collaborative, experienced team of financial professionals working in concert to deliver what's best for you and your future.

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A Team for Life

At I&E Planning Partners, we know that when you work with us, you are entrusting our team with your life’s work, your concerns and your future. We realize that the financial choices you make today will ripple through your family for decades.

That’s an awesome responsibility and profound privilege. Our work allows us to serve not just you, but the children, grandchildren and loved ones we may never even meet. By taking time to understand your story, we work alongside you to protect what you have built and create a legacy for the people you care about most.

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Our Team

Group 3

"Craig and his team didn't just manage my money—they helped me understand my options and feel confident about my retirement. That's the difference between a financial advisor and a true partner."

Robert Hayes

Group 3

We have worked with Craig well over 20 years. Beginning with our first child, he has assisted us with all of the 'adulting' steps necessary to feel secure and prepared for the future. Whether it was College savings planning, 401K work, Life Insurance or Long-Term Care Insurance, Craig is always helpful, patient, and invested in our issues or questions. He has a calm, guiding way about him that worked well with our personalities. He has allowed us to achieve our goals. Recently we were introduced to Reid, who is an outstanding addition to the team. He provides a new perspective, is smart and thoughtful, and is genuinely invested in assisting with his clients' goals and objectives. By offering this 'multi-generational' approach to the business, Craig has prepared his clients and his business to sustain many years of prosperity and financial security. Whether you are just out of college, newly married, having your first child, single and embracing life, planning for early retirement, or in the thick of retirement, Craig and Reid will provide you with assistance and will 100% be an asset to you

Jen DeVice

Group 3

The firm's John McKee was recommended to us when we needed auto and homeowners insurance quickly when the company we were using decided it wasn't going to write in our area any more. John was great! He got the information he needed from us, shopped around and came up with different options that he explained better than any agent we've ever had. Our coverage was bound with great service, great pricing, and the coverage we needed thanks to John's work. Much appreciated and we'll be back!

Scott Cinnamon

Group 3

I was recommended to Craig by Louviers FCU when I was beginning to plan my retirement journey. He had the patience of a saint as he explained my options in layman's terms I could understand. 4 years later he is not only my advisor but also the financial advisor for my adult children. He has handled every request I've made with professionalism. I look forward to a continued long term relationship with Crain and I&E Planning!

Donna Moore

Group 3

My experience with Income and Estate Planning Partners has been outstanding. I have had the pleasure of working with Craig and Reid on numerous projects, benefiting from their extensive expertise in financial planning, estate planning, and insurance strategies over the years.

They are exceptionally patient and thorough, taking the time to bring me up to speed on each new initiative, whether it involves finances, insurance, or long-term care planning. Their professionalism and dedication have truly made a positive impact on my planning process.

Greg Lodge