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
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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.

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Financial Planning

Guiding your overall financial life with personalized strategies.

Investment Management

Growing and preserving your wealth based on your goals.

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Health Care Planning

Navigating health care decisions and long-term care needs.

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Estate Planning

Helping you build, shield and transfer your legacy in tax-efficient ways.

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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:

  • Clarity and Confidence: Strategies to save time and money, reduce stress and make informed decisions.
  • Empathy and Support: A sense of belonging to a community facing similar challenges, with guidance to respect the wishes of loved ones.
  • Practical Tools: Actionable checklists, relatable stories and resources to help you stay calm and move forward.
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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.

1. Impact Assessment
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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.

2. Empowered Planning
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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.

3. Purposeful Living
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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

How do I get started?

Simply schedule your complimentary consultation with I&E Planning Partners. We’ll discuss your financial goals and determine how we can best support you.

Where is I&E Planning Partners located?

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.

What makes I&E different from other financial firms?

We prioritize relationships over transactions. Our team takes a holistic approach, combining income, investment, tax and estate strategies into one integrated plan.

Who does I&E typically work with?

We work with individuals and families approaching or in retirement, business owners and professionals seeking a holistic plan for building and preserving wealth.

How is I&E compensated?

We offer fee-based planning and investment management. Transparency is key — we always explain our pricing clearly before any commitment is made.

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