Welcome to our new user-friendly website! Close Announcement

Business Description:

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

Business 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.

Contact Information:

Michael G. Kirwan, REBC®, ChFC®, CLU®, IAR, President
11 Penns Trail
Suite 600
Newtown, Pennsylvania, 18940
Get Directions

Member to 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