Business Information

Business Name

Haddon Planning/The Kirwan Companies


Financial Services

Company Excerpt

Employee Benefits, Insurance, Investments/Money Management, Retirement Plan Design & Admin, and HSA Specialists

Company Details For more than 40 years, Haddon Planning/The Kirwan Companies been empowering business owners and HR professionals to make the best decisions when it comes to choosing employee benefits programs, HR technology systems, and investment plans. What sets us apart from other brokers is our in-depth knowledge of top health insurance carriers and individual plans, and expertise in health savings accounts (HSAs); we assess and recommend improvements and savings over your current offerings. We've been administrating HSAs since their inception in 2003. We offer financial services that other benefits companies do not – portfolio management for corporations, trusts, foundations, individuals and retirement plans. With our help, our clients set up their businesses for long-term success, protect their assets, and secure their personal futures. Our client retention rate is upwards of 95%, including a long-standing relationship serving the medical community. Founder and CEO Michael Kirwan has 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. He is a Registered Employee Benefits Consultant (REBC®), a representative offering securities through BCG Securities Inc, and is a registered broker/dealer and member of FINRA/SIPC. If you’re looking for a dependable HR or investment partner, personalized customer service, and expertise in health-care reform and compliance, please contact us.
Member Discounts

Haddon Planning/The Kirwan Companies can:
•Set up Tax Advantaged Health Savings Accounts
•Find the best quality and prices on Group Health, Dental, Life, and Disability Insurance
•Help you develop Retirement Plans and Estate Planning
•Provide Business and Investment Consultation

NBA Members are eligible for:
•A 10% discount on all Employee Benefit Consultation & Administration fees
•A 15% discount on Individual Disability, LTC, Buy-Out and Business Overhead Insurance (Physicians only) PLUS

*Member discounts are only available for active NBA members

Contact Information

Contact Name Michael G. Kirwan, REBC®, ChFC®, CLU®, IAR, President
Address Line 1 11 Penns Trail
Address Line 2 Suite 600






Phone Number 215-497-9777
Fax Number


Email Address


Second Contact Name

Heidi Amoroso, Corporate Vice President of Sales and Services

Second Contact Email

Second Contact Phone