Comprehensive financial planning for individuals, families and businesses in Newark, Delaware; Greater Philadelphia and across the United States. Financial Confidence For Every Stage of Life
Plan your future and pursue your dreams with a partner committed to earning your trust, not just your business.
OUR MISSION AND VALUES
Your Partner in Purposeful Planning
When Craig Lytle founded I&E Planning Partners in 1998, he wanted to make an impact, not just a living. His calling was clear: to do impactful work that empowers individuals, families and business owners for generations.
Today, that vision continues to drive us. Our mission is to earn trust by delivering thoughtful financial planning, disciplined advice and meaningful education in pursuit of financial freedom. We help clients make informed decisions that protect what matters most and create long-term confidence for every stage of life. We achieve this by focusing on four core values:
- Collaboration
- Relationship-first approaches
- Independent accountability
- Compassionate stewardship

How We Help
Service Is a Standard,
Not a Slogan
At I&E Planning Partners, we’re here to make your financial life easier. No jargon, just clear advice that aligns with your goals. We don’t pretend to know everything, but we promise to always find the answers and solutions you need and deserve.
Whether you have big plans or only a few questions, we’ll help you make smart choices throughout your financial journey.

Financial Planning
Guiding your overall financial life with personalized strategies.
Investment Management
Growing and preserving your wealth based on your goals.
Health Care Planning
Navigating health care decisions and long-term care needs.

Estate Planning
Helping you build, shield and transfer your legacy in tax-efficient ways.
Free Download
‘The Sandwich Generation: Stuck in the Middle?’
If you’re caring for aging parents while also supporting children and your own family, “The Sandwich Generation” is a must-read. Packed with practical advice and relatable stories, Craig Lytle’s wisdom will help you navigate emotional and financial caregiving challenges, honor loved ones’ wishes, maintain balance and equip you with:

Our Process
Empowering You To Make an Impact
At I&E Planning Partners, “I&E” stands for more than just Income and Estate planning. It also represents our commitment to making a lasting impact and providing guidance that empowers you to live life on your terms.
We created our I&E Process to help you pursue your purpose and passions, no matter what stage of life you’re enjoying.

Impact Assessment
We start by taking time to understand your goals and the impact you want to make, ensuring your financial strategy reflects your vision and interests. We want to build meaningful connections before we build custom plans.

Empowered Planning
Through collaboration and education, we create a comprehensive strategy to help you grow your income, protect your estate and pursue your dreams. We equip you to make informed decisions based on your unique circumstances, needs and goals.

Purposeful Living
Once your plan is implemented, we guide you through life’s changes with compassionate stewardship, helping you protect what matters most and find lasting confidence.
Frequently Asked
Questions
Simply schedule your complimentary consultation with I&E Planning Partners. We’ll discuss your financial goals and determine how we can best support you.
Income & Estate Planning Partners is located in Newark, Delaware. We proudly serve clients in the surrounding areas, including Wilmington, Bear, Middletown and the Greater Philadelphia region. In addition to our local presence, we work with clients throughout the East Coast and across the United States, offering flexible in-person and virtual meeting options to meet clients wherever they are.
We prioritize relationships over transactions. Our team takes a holistic approach, combining income, investment, tax and estate strategies into one integrated plan.
We work with individuals and families approaching or in retirement, business owners and professionals seeking a holistic plan for building and preserving wealth.
We offer fee-based planning and investment management. Transparency is key — we always explain our pricing clearly before any commitment is made.